Court Decision Provides Lessons for What Constitutes a QDRO
An appellate court found a divorce decree met all the requirements of a QDRO under ERISA.
News
Splitting Up DB Plans Can Reduce PBGC Premiums
DB plan sponsor clients may want to consider a strategy to reduce PBGC variable-rate premiums.
Only 13% of Retirement Plan Participants Seek Out Advice
However, advice seeking increases with age, account balance and annual contribution level.
Research and Surveys Can Help Inform Plan Sponsor Client Decisions
From what participants want, to retirement plan trends and what other plan sponsors are doing, data and research can be used to help retirement plan sponsor clients decide...
ICMA-RC Overhauls Website
Besides revamping the public website, the participant and plan administration portals have also been enhanced.
Tax Reform Bill Could Affect ESOPs
Newly leveraged Employee Stock Ownership Plans that borrow a large amount may find that their deductible expenses will be lower.
Some TDFs Allow Managers to Tactically Allocate Assets
But they do so cautiously, setting limits on the amount of the assets that can be adjusted, and some doing so only once a year.
Retirement Industry People Moves
Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.
President Trump’s EBSA Nominee Wins Full Senate Approval
The Senate HELP Committee cleared Preston Rutledge’s nomination earlier in December; now the full Senate has approved his nomination to a post in which he will play a...
ERISA Litigation Landmarks Set the Stage for 2018
One ERISA attorney who specializes in defending employers against fiduciary breach claims says 2017 has delivered no shortage of important, potentially precedent-setting decisions involving employee benefits law; and...
Planning for Medicare Premiums and Drug Costs Is a Difficult Fact of Life
A new EBRI analysis suggests some couples retiring in the near future could need as much as $370,000 in dedicated savings just for medical care; small wonder to...
Investment Products and Services Launches
BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.
Tax Bill Affects IRA Conversions, Loans, 529s, NQDC Plans
The bill does not impact tax breaks for retirement savings, either by lowering the amount people can contribute or requiring some or all of the money to be...
Advisers Can Play Key Role Boosting Voluntary Benefits
Benefits consultants play a helpful role in guiding employers through decisions involving the offering of voluntary and health benefits: Why offer benefits? Who pays? How do you educate...
ESG Investing Goes Under the Microscope in CalPERS Debate
In a series of sharply written, dueling reports, experts from the American Council for Capital Formation and CalPERS debate the proper role of environmentally and socially conscious investments—and...
PBGC Offers Missing Participants Program to DC Plans
A final rule opens the current program to terminated DC plans and small professional service defined benefit plans.
Forty Percent of Investors Want to Increase Retirement Plan Contributions
This is up from 34% in 2016.
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Increasing Client Referrals is Advisers’ No. 1 New Year’s Resolution
Advisers find that getting enough referrals to attain their growth goals is a challenge.
PBGC Provides New Table for Determining Expected Retirement Ages
The new table is for single-employer pension plans undergoing distress or involuntary termination with valuation dates falling in 2018.