PLANADVISER publishes the bulk of our news content online, but we are also proud to continue presenting our bimonthly print edition. Complementing our online news, the print edition contains extensive analysis of the most important industry events and market trends. We also present our own proprietary research and columns from leading ERISA attorneys. Find some of our latest “print coverage” linked below.
Technology resources for retirement plans and retirement plan advisers have increased dramatically over the last decade and a half. Whether all of the new entrants to the technology space have been improvements could be debated, depending on whom you ask.
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I’m an investment adviser registered with the Securities and Exchange Commission (SEC). I provide investment advice to individuals about rollovers from 401(k) plans or transfers from existing IRAs (individual retirement accounts) to IRAs that I manage. Will I have to provide a client relationship summary (Form CRS)?
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Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
The lawsuit contends that, in most cases, the managed account service added no material value to participants, creating asset allocations 'not materially different than' those of the age appropriate target-date options for participants.