Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 23rd, 2017
Everything You Wanted to Know About Form 5500
The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Read more >
DCIIA Standardizes ‘Auto’ Terms
Understanding of plan design terms has been all over the map. Read more >
6% Deferral Rate Welcomed
Participants also value a match more than a raise. Read more >
Pension Inspector 10.0 Released by AtPrime Media
Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. Read more >
MOST READ ARTICLES
1
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
2
ERISA Excessive Fee, Self-Dealing Suit Targets MEP
3
PANC 2020: Is It Time to Re-evaluate TDFs?
4
A New World and New Opportunities for Alpha
5
AutoZone ERISA Suit Clears Motion to Dismiss
Sponsored message from J.P. MORGAN
No Two Retirement Savers Are Alike
Which is why JPMorgan SmartRetirement® funds use actual participant behavior and asset allocation expertise to meet retirement investors’ needs.  Read more >
Investment Products and Service Launches
Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform. Read more >
Retirement Industry People Moves
New York Life Names New CIO; Allianz Life Appoints New Senior VP; GW&K Creates General Counsel Position. Read more >
Ascensus Revamps TPA Support Services
Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively. Read more >
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