Tag: Plan Admin

Data & Research October 26th, 2017

MassMutual Study Says African-Americans Want More Financial Education

Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income category.

Data & Research October 18th, 2017

Plan Committees Consider Monitoring Investments the No. 1 Priority

Adhering to plan governance and minimizing plan risk are the next priorities.

Practice Management October 17th, 2017

PANC 2017: Benchmarking Your Advisory Services for Clients

With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.

Compliance October 9th, 2017

Bill Offers More Relief for Hurricane Victims

The bill increases limits for retirement plan loans and takes away tax penalties for withdrawals.

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Onboarding Clients

How to make the transition seamless

Products September 21st, 2017

Wagner Aims to Fill Void Left by DLP

With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.

Compliance September 15th, 2017

Additional Relief Announced by DOL for Hurricane Irma Victims

The new relief is in addition to the Form 5500 Annual Return/Report filing relief already provided.

Client Service August 21st, 2017

Benefits Programs Integrating Health and Financial Wellness

Providers are redesigning benefits programs to focus on health, financial wellness, job satisfaction and productivity.

Deals & People August 4th, 2017

Ascensus Names New President During Time of Recordkeeper Evolution

A former Great-West Investments president will take the lead at Ascensus, which is undergoing a structural transformation.

Data & Research July 24th, 2017

Tax Adjustments May Drive Small Businesses into 401(K) Space

Even though many small businesses lack retirement plans, a study by LPL Financial suggests minor tax adjustments could nudge them in the right direction.

Client Service April 21st, 2017

Not-for-Profit Plan Sponsors Adopting Prudent Processes

TIAA says these strong processes may help explain why fiduciary concerns rank below worries about employee retirement readiness.

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Thinking Efficiently

How retirement advisers can cultivate the small-plan market

Client Service March 27th, 2017

Younger Participants Expect Employer To Steer Retirement Plan

Many folks under 30 are “do-it-for-me” type investors.

Investing March 7th, 2017

GMO Urges Retirement Investors to Consider 'Dynamic TDFs

Pairing this with higher deferral rates can result in balances as much as 30% higher, the investment firm says.

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Trendspotting Charts

Insights into plan participant trends.

Editor’s Letter

Storytelling With Numbers

Analysis of data and statistics can easily be wrong

Compliance September 1st, 2016

401(k) Plan Fiduciaries on the Hook for More Than $200K

A defunct company and its 401(k) plan trustee have been ordered to restore contributions that weren't remitted to the plan as well as interest on contributions.

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