Tag: Plan design

Rare Motion for Reconsideration Granted by District Court in ERISA Suit

Legal experts generally consider reconsideration of a judgment an extraordinary remedy, one which will be granted only sparingly; even so, a federal district court has admitted key mistakes and says it will reconsider its ruling in a retirement plan lawsuit in which it had previously denied summary judgement in favor of the defendants.

2018 Plan Sponsor of the Year Winners

Get to know the winners of the 2018 Plan Sponsor of the Year awards; their stories can help your retirement plan clients generate new ideas and embrace progressive plan design.

403(b) Retirement Plan Exchanges

Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the efficiencies and benefits a closed MEP can offer not-for-profit 403(b) plans.

Pension Plans Need Help Crafting and Executing De-Risking Strategies

By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured in Goldman Sachs Asset Management’s long-running pension research series; at the same time, sponsors are making large voluntary contributions to take advantage of disappearing tax incentives. 

ESOP Knowledge Can Provide Real Adviser Differentiation

In an interview with PLANADVISER, Jerry Ripperger, vice president of consulting at Principal, highlights a new, fee website the firm has rolled out to help advisers and their clients explore the potential benefits of launching employee stock ownership plans as part of a broader ownership transition.

2018 Plan Sponsor of the Year Finalists

The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success. The award is given in many categories to recognize all plan types. Please note that in order to view the finalists, you must be a registered user of PLANADVISER.com. It's free and takes just a minute to complete.

Empower Retirement Reveals PlanVisualizer System

The interactive technology enables retirement advisers to demonstrate to plan sponsors how modifications in plan design can impact their employees’ retirement readiness, and the shifting cost of providing the plan for the employer. 

Retirement Industry People Moves

T. Rowe Price brings in new head of CEDT Innovation Center; Kestra Financial adds specialists to adviser platform; USI Consulting hires assistant vice president of retirement services; and more.