When a plan subject to the Employee Retirement Income Security Act (ERISA) appoints an investment manager to manage a portion of the plan’s portfolio, the plan will frequently...
Since its introduction nearly 30 years ago, the 401(k) has evolved from a perk for high-paid executives to an essential benefit to finance the retirement of the middle...
A question often heard from financial advisers is, “How can I help the teachers in my town with their retirement needs?” The answer is not always a simple...
Over the years, defined contribution (DC) plan sponsors have collectively put in tremendous energy and resources to advance participants’ retirement readiness.
Many Americans rely on Social Security as a significant retirement asset, and the options they select can make a substantial difference on retirement income.
Financial advisers can provide a valuable and necessary service to both defined contribution (DC) plan sponsors and participants—if advisers know what they need.
The American Taxpayer Relief Act of 2012, otherwise known as the “fiscal cliff” tax legislation, had no direct impact on the tax treatment of nonqualified deferred compensation (NQDC)...