Participants Need Skilled Support on Decumulation |
Suggestions for the best way to draw down a 401(k) account are kind of like suggestions about where to find the best slice of pizza. It’s an area where personal tastes and objectives matter significantly, where a one-size fits all approach doesn’t make much sense.
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Addressing Liability and Growth Through Alternatives |
Although they provide strong long-term return potential, equities are susceptible to significant drawdown risk that may have a negative impact on a DB plan’s funded status. Against this backdrop, a recent industry white paper suggests alternative investments have an important role to play in liability-driven investing for pension plans.
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IRS Employee Plans Unit to Cease Email Responses |
It’s about to get a little more difficult to communicate with the Internal Revenue Service. The IRS announced its employee plans staffers will “no longer answer technical questions by email, including questions forwarded from Customer Account Services,” effective October 1.
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Interest Rates are Top of Mind for Advisers |
Many advisers are trying to address client concerns about when rates will rise.
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