Every retirement plan adviser knows that the year is full of various compliance deadlines imposed on these programs by the Department of Labor (DoL), Internal Revenue Service (IRS), and other government agencies under the Employee Retirement Income Security Act (ERISA).
The 2009 finalists are:
The finalists are:
Fund fees expected to drop, study says
There's been a lot of press devoted lately to the "failure" of the 401(k)
Is it possible to change the matching contributions under a safe harbor 401(k) plan?
Corporate Advisors Group, NRP, Destin, Florida
Does your pricing policy harbor unnecessary risk?
Mark Wetzel, Michael Goss, Karen Paulson, Kate Fournier, Ryan Gardner, Chris Kachmar, Tony Tranghese, Bill Peck Windsor, Connecticut
Advisers like independence- just not too much
New mutual fund products aim to help investors in the decumulation phase
New products, highlights, announcements
Almost one year to the day after Internal Revenue Service (IRS) officials first proposed a series of procedures for correcting income inclusion issues with additional taxes under Section 409A, the IRS released the final version of the correction programs.
IRS offers relief for 403(b) written plan document requirement
(Stephen Kelliher, Joseph McLaughlin, Bennett White) Norwell, Massachusetts
Advisers say sponsors need better eye for target-date funds
O'Hanlon Michener & Douglas, NRP Slingerlands, New York
The Year in Conferences
UBS Rochester, New York
(Troy Hammond, Laura Battle, Devyn Duex, Deanna Bamford, Mike Woods, Daren Alcantar, Denisse Hernandez) Santa Barbara, California
Pension Architects, NRP Malibu, California
IRS publishes additional 409A reporting, withholding instructions
The K-12 market segment responds to Internal Revenue Service regulations
The ten finalists for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards.
(Randall Long, Jon Upham) Irvine, California
Benchmarking a plan against comparable ones gives you a true indicator of success
Mayflower Advisors, LLC Boston, Massachusetts
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
(Rob Kieckhefer, Janet Ganong, Brian Kertscher, Darlene Roslawski, Meghan Madigan) Milwaukee, Wisconsin
The current turmoil threatens broker/dealers as more advisers think about going independent—when the market improves
As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.
Investors with advisers show more confidence
Articles that appeared in the Trendspotting section of the magazine
Pension relief bill with RMD moratorium becomes law