Attorneys with Mayer Brown say there has been little consensus or direction from the federal courts (at least so far) as to what exactly constitutes prudent administration of tax-qualified benefit plans; this will remain a challenge in 2019 and beyond.
Fidelity’s 2019 Wealth Management M&A Transaction Report shows there were 23 RIA deals inked during the year worth $1 billion or more.
PLANSPONSOR Magazine has published a 2019 ERISA Plan Compliance Calendar that can help your clients track important due dates and requirements for their qualified plans.
It will be available to all clients and joins a number of other financial wellness programs that ADP already makes available.
INSIDE THE MAGAZINE PLANADVISER November/December 2018
Employees can determine how they want to allocate employer 401(k) matching dollars.
The court officially ended the case by approving a dismissal motion jointly filed by the parties.
Jennifer Benz, senior vice president, who was CEO of Benz Communications, said her firm has been experimenting with new things that The Segal Group’s current clients will have access to.
Studies from Empower Institute found many commonly used industry terms don’t make sense to their intended audience, and employees perceive retirement plan communications as wordy and long, complex and confusing, generic, overwhelming and wasteful.
These are just a couple of the tips Conrad Siegel offers for retirement plan investment lineups.
Practical answers to technical questions have been added to appropriate locations within ERISApedia.com's Qualified Plan eSource.
The term “glide path” resonated with only 4% of participants surveyed by Invesco, despite being the most common term used by advisers, providers and plan sponsors when talking about target-date funds; survey data shows numerous other areas where industry jargon holds back participant understanding.
CFB Board sees decumulation as a likely driver of digital advice innovation, especially as an aging population creates a need for more efficient and effective services.
SI’s data sets will complement ISS Analytics’ data intelligence.