July 2nd, 2015

Tips for Surviving an IRS Plan Audit As soon as a plan sponsor gets notice of an IRS audit, it should contact its third-party administrator, attorney and plan providers, says Robert Ard, senior vice president and chief compliance officer at TSA Consulting Group. Ard also suggested preparing individuals from HR, payroll and IT groups, “but the fewer people you have talking to an agent, the better,” Ard said. Read more > Insurance Can Play a Part in Retirement Income Planning As a retirement specialist adviser, gaining knowledge about insurance products and strategies is one area where you can do a lot of good for plan sponsors and participants, says Stephen Locko with ISN Network. Read more > Adviser Loyalty Falls in J.D. Power Survey The J.D. Power 2015 U.S. Financial Advisor Satisfaction Study notes a drop in loyalty among financial advisers toward their investment firm employers and partners. Read more > Client Satisfaction Does Not Equal Loyalty A survey finds retirement plan sponsors are very satisfied with their plan advisers, but that doesn’t mean they aren’t open to switching to a different one. In fact, a solid majority of sponsors in the small plan market are open to hiring a new adviser than can drive down fees or offer greater potential returns.  Read more > MOST READ ARTICLES

Sponsored message from PLANADVISER 2015 Participant Survey For most Americans, the retirement system seems to be working: People are generally moving in the right direction by increasing their savings amount, but PLANSPONSOR’s annual Participant Survey finds that workers participating—or not—in employer-sponsored plans still find themselves a long way from the summit. Read more > HSAs a Growing Retirement Savings Opportunity Workers are still mainly unaware of the long-term tax-free growth health savings accounts (HSAs) can generate.  Read more > Canadian Sun Life to Buy U.S. Prime Advisors Sun Life Investment Management has agreed to purchase Prime Advisors. The acquisition is part of Sun Life Financial’s strategy to broaden its asset management pillar by expanding and diversifying the capabilities of Sun Life Investment Management. Read more > BPAS Expands Plan Administration Business Benefit Plans Administrative Services has acquired the defined contribution plan administration practice of Lifetime Benefit Solutions. Read more > Hartford Funds Launches ‘Summer School’ Video Series Hartford Funds has launched “Summer School,” eight videos moderated by its practice management executives and Joseph Coughlin, director of the MIT AgeLab, to educate financial advisers about issues important to clients today. Read more > J.P. Morgan Has New Head of Defined Contribution J.P. Morgan Asset Management has hired Don MacQuattie to join its U.S. Funds team as head of defined contribution for global strategic relationships. In this role, MacQuattie will lead GSR sales across all of the firm’s distribution channels. Read more > DIVERSIONS: How Long Is Your Work Week? Combine hours worked with hours spent commuting for a real picture of workweek’s hours. Which city has the longest week? Read more >

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