September 16th, 2015

Do Retirement Plan Advisers Have a Duty to ‘Rat?’ With more advisers taking on a fiduciary role, they should know when to speak up, or walk away, before a retirement plan sponsor gets them in trouble. Read more > Consistency Is King When It Comes to 401(k) Contributions Between 2012 and 2013, the average 401(k) account balance increased substantially, according to the latest data from EBRI and ICI. While not surprising, it’s worth noting consistent contributors saw a great return and superior retirement readiness compared with on-again off-again savers.  Read more > Debt Control Is Key Before and During Retirement Two-thirds of all investors have been consciously reducing their debt, according to the Wells Fargo/Gallup Investor and Retirement Optimism Index. Read more > IRS Clarifies Rules for Hardship-Related eFiling Waivers Because the Department of the Treasury and the IRS believe that electronic filing will not impose significant burdens on the taxpayers covered by the regulations, the IRS Commissioner “anticipates granting waivers of the electronic filing requirement only in exceptional cases.” Read more > MOST READ ARTICLES

The ABCs of Special Situations Funds Special situations funds are a kind of under-the-radar fund that usually require an invitation to participate. Read more > PLANADVISER Top 100 Advisers – Profile of the Day Westminster Consulting is focused on promoting a culture of fiduciary responsibility. “We do this through providing comprehensive fiduciary advice to investment plan sponsors and fiduciaries,” the firm explains, “giving them the information, tools, and confidence to better navigate and manage the demanding and changing regulatory landscape around qualified plans.” Read more > Participant Demographics Critical in Benefits Communications What a majority of workers on either end of the employment spectrum want, but few plan sponsors provide.  Read more > Privacy and Security Information Added to Fiduciary Guidelines ERISApedia.com’s The Fiduciary responsibility eSource now includes a discussion or privacy and security issues. Read more > Pentegra Retirement Debuts Income Report Pentegra Retirement Services has created Distribution Path, an online report that outlines the practices that help promote successful retirement outcomes. The focus is on decumulation strategies that can help create a secure retirement income stream. Read more >

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