News

Pro Active

Study finds more actively-managed funds have higher performance

Pay Check

Sometimes, tracking your income can be the hardest part of serving the retirement plan market

Now What?

Pension reforms pose opportunities, threats for advisers

Will ETFs Catch On With 401(k) Plans?

The most alluring feature of ETF-based retirement accounts is their cost advantage. Darwin Abrahamson, CEO of Invest n Retire in Portland, Oregon, and a 401(k) innovator, contends he is able to deliver a plan for a combined cost to participants and sponsors of between 65 and 105 basis points per year, depending on the size of the plan.

SAR Steps

If you administer a plan with over 100 participants, the deadline is approaching for providing those participants with one of the required documents, a Summary Annual Report (SAR).

Beware the Ides of March

In 44 B.C. a soothsayer advised Julius Caesar to "Beware the Ides of March." It's an admonition that can still apply to 401(k) plan administration today when it comes the to Actual Deferral Percentage Test (ADP).