Tag: Plan Admin

Strategic Benefits Services (SBS) is expanding to include clients throughout the New England Region.

Defined contribution (DC) plan participants’ daily transfer volume in January was far above recent trends, according to Aon Hewitt 401(k) Index.

Married individuals are more likely than singles to have retirement savings and are also more confident in their retirement outlook.

Matt Wilcox joined Pentegra Retirement Services as a regional director for the supplemental benefits and bank-owned life insurance (BOLI) business.

Reliance Trust Co. added Robert Thomann and David H. Williams to its Retirement Strategies group.

Most U.S. households, whether invested in a retirement plan or not, agree that retirement savings incentives should remain a national priority.

Today’s low interest rate environment can take a bite out of what would normally be a sustainable withdrawal rate in retirement, Morningstar said.

 California Attorney General Kamala D. Harris filed a lawsuit against Standard & Poor’s (S&P) for inflating its ratings of structured finance investments.  

The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) is offering its fiduciary responsibilities seminar to small businesses in San Francisco.

The Pension Benefit Guaranty Corporation (PBGC) has submitted several reports to Congress about its multiemployer pension plan program.

In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.

Mutual of Omaha’s Retirement Plans Division aims to extend its 401(k) and related product lines with the addition of four new regional...

The Internal Revenue Service (IRS) updated and expanded its Employee Plans Compliance Resolution System (EPCRS).

Rising equity markets and falling liabilities combined to push the funded status of the typical U.S. corporate pension plan into positive territory in 2012.

Defined contribution (DC) plans cost more than defined benefit (DB) plans per employee hour worked, but DB plans cost more than DC plans per participant.  

The Department of Labor (DOL) does not only investigate retirement plans, it also investigates service providers.

AllianceBernstein enhanced its FastTrack presentation with new data and input from plan sponsors and plan participants.

BMO Retirement Services introduced a personalized retirement income calculator to keep participants’ goals on track.

 Commonwealth Financial Network introduces Four-Corner Marketing, an online tool to provide advisers with access to preapproved materials to strengthen client relationships and market to prospects.