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What’s Working & Not Working for 401(k) Small Plan Participants |
The Guardian Small Plan 401(k) RetireWell Study 2.0 explores trends and challenges in retirement planning and income. Working Americans expect 401(k)s to provide primary source of retirement income, but lack of education creates missed opportunities. Download the free study to learn more.
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Connecticut Extends Retirement Asset Protections |
The Governor of Connecticut signed legislation aimed at expanding protections for retirement assets against creditor claims. Essentially all retirement plan assets are protected under the new law.
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DOL Seeks Independent Fiduciary for Abandoned Plan |
The plan’s recordkeeper refused to make distributions after the former plan fiduciary changed each participant’s address to his own.
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Bank of America Merrill Lynch Launches Longevity Training |
Today, at the 2015 White House Conference on Aging, Bank of America Merrill Lynch will announce the introduction of a longevity training program for human resources and benefit plan professionals.
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Maine RIA Issues eBook on TDF Best Practices |
Guidance Point Retirement Services, a registered investment adviser in Bangor, Maine, has issued “Navigating the Target-Date Fund Evaluation Process,” an e-book for defined contribution plan sponsors containing best practices for evaluating and selecting a target-date fund series for their participants.
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Financial Wellness Firm Rolls Out Voluntary Option |
A financial wellness vendor, Four Seasons Financial Education, has introduced a voluntary option to its corporate financial wellness programs. According to FSFE, this offering is the first of its kind in the U.S. and gives employers an alternative to traditional programs for which plan sponsors generally cover the cost.
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Newport Group Expands BOLI/COLI Business |
The Newport Group, Inc. and its affiliates will be acquiring the Greensboro, North Carolina, operations of Clark Consulting LLC, and its broker/dealer Clark Securities Inc.
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