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 The New Vesting Schedule Debate 2 More TDF Underperformance ERISA Lawsuits Filed 3 Why Are Financial Services Firms Looking to Wealth Management Leaders? 4 The Future of Work in the Investment Industry 5 The Most ‘Outrageous’ ERISA Complaints Yet Filed?

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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