In the three years since winning the award, Kulick says his practice has deepened its client relationships while increasing capacity for business development.
It aims to bring all aspects of managing a defined benefit plan together.
Focused analysis of market movements, business challenges and legislative and regulatory actions.
Club Vita teamed up with Mercer to develop a proprietary model, VitaCurves, that uses the nine-digit ZIP code to help defined benefit (DB) plan sponsors more accurately make longevity assumptions.
Club Vita looks at zip codes and other characteristics of the participants in DB plans to estimate longevity risk.
Looking at the hits company balance sheets take from a pension risk transfer (PRT) to terminate a defined benefit (DB) plan, may cause plan sponsors to change course.
The majority of DB plan sponsors plan to completely divest all of their company’s liabilities in the near future
Cerulli also sees opportunities for advisers in the 403(b), defined benefit (DB), and financial wellness markets.
A look at some of the products and services retirement plan sponsors are requesting outside of 401(k) plans.
Consultants with Findley discussed a game plan for having data, financials and a communications strategy ready before embarking on a DB plan termination.
There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.
Mercer offers recommendations for retirement plan sponsors to search for missing participants.
The new extension makes nondiscrimination relief available for plan years beginning before 2020, if the conditions of Notice 2014-5 are satisfied.
Employers have boosted their contributions by 30%, a Kravitz report finds.
They have until mid-September to deduct pension plan contributions at the rate of 35%; after that, the lower 21% rate kicks in.
A mere 21% feel confident about drawing down their retirement plan assets, Ameriprise Financial found in a survey.
How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.