Search results for: d
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
trendspotting
Two-Thirds of DC Plans Use Management Consultant
Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).
regulatory radar
2009 ERISA Compliance Calendar for DB/DC/403(b) Plans
Every retirement plan adviser knows that the year is full of various compliance deadlines imposed on these programs by the Department of Labor (DoL), Internal Revenue Service (IRS),...
dean's list
“Broken” Record
There's been a lot of press devoted lately to the "failure" of the 401(k)
fiduciary fitness
Changing Times
Is it possible to change the matching contributions under a safe harbor 401(k) plan?