February 8th, 2018
Another 35% would consider doing so, according to Spectrem Group
December 5th, 2017
It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.
November 15th, 2017
Among other amendments that have already emerged in both the
House and the Senate tax proposals, it seems nonqualified deferred compensation
plans will more or less be left alone.
November 2nd, 2017
It appears 401(k) contributions won’t be affected by tax
reform, but one industry veteran warns the process is still only just beginning—and
that tax uncertainty is “unfortunately not likely to ever go away.”
October 31st, 2017
ICMA-RC says the IRS favorable letter ruling is the first to adapt the auto-enrollment rules to a governmental 457(b) plan.
October 19th, 2017
Nominating a plan sponsor client is a great way to show appreciation
and highlight important best practices that are improving outcomes for defined
contribution and pension plan participants. Nominations for all types of
retirement plans will be considered, so don’t delay.
September 21st, 2017
The program’s open-architecture design offers access
to hundreds of best-in-class mutual fund families.
August 21st, 2017
Members of the "ACT" committee are in a unique position to provide observations about current or proposed IRS policies, programs and
procedures, and suggest improvements through a yearly final report.
May 1st, 2017
The analysis from TIAA's proprietary business reveals significant demand for advice through the online
tools; however, it also reveals a significant jump in demand for
in-person advice between 2011 and 2012.
April 21st, 2017
The firm’s new module will
complement other tools designed to assist advisers in helping their clients
determine their overall retirement readiness.
April 6th, 2017
The new DC plan solution combines human touch and technology to make the onboarding experience easier.
Data & Research
March 23rd, 2017
This was followed by $835 billion in hybrid funds, which include target-date funds, ICI found.
Deals & People
November 2nd, 2016
In addition to offering retirement-guidance to university employees, Provizr also offers an automated portfolio-management option.
October 27th, 2016
The deferral limit for defined contribution plan participants remains unchanged at $18,000.
October 21st, 2016
This is a friendly reminder that 2017 PLANSPONSOR Retirement Plan
Sponsor of the Year nomination forms are still available. Don't wait to nominate—time is running out!
September 12th, 2016
The new Tax Exempt Center of Excellence website is a central hub for advisers and financial professionals to access information about OneAmerica tax-exempt plan products and services.
September 7th, 2016
A brochure from NAGDCA discusses fiduciary responsibilities for government DC plan sponsors and suggests ways to decrease liability.
July 13th, 2016
Autopilot for Retirement Plans, a new product from Riskalyze, is billed as a “solution that advisers can use to match hundreds of participants with the right fund elections with just a few clicks."
Data & Research
July 5th, 2016
Some DC plan providers see big opportunity ahead in helping higher education institutions prepare their workforces for retirement via 403(b) and 457 plans.
Data & Research
April 26th, 2016
Nearly two-thirds of 403(b) plan sponsors engage an adviser or consultant, and survey results suggest that this number could be on the rise, a Cerulli report says.