Can a Postcard Furnish an SPD Solution?
Plan sponsors hoping for a simpler, easier way to satisfy the obligation to furnish summary plan descriptions (SPDs) to participants - are still hoping.
Tag: Plan Documents
Groups Say SEC Rule Should not Interfere with Payment for Services
The American Society of Pension Professionals & Actuaries (ASPPA) and the Council of Independent Recordkeepers (CIKR) asked federal regulators to consider the impact on retirement and benefit plans...
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Behavior Modification
Behavioral finance applies to employers, too. Four decisions they have trouble making, and how you can help.
IMHO: "Wrong" Headed?
In this as, perhaps, many professional endeavors, it seems that the more you know, the more you know you don’t know.
IRS Provides Relief to Storm-Affected Employers
The Internal Revenue Service is providing administrative relief for sponsors of defined contribution plans that were affected by the storms and other severe weather in several states.
Recession No Hindrance to 403(b) Transformation
Despite having to comply with a new set of regulations during one of the worst economic downturns, the 403(b) plan market appears to be healthier than ever, according...
TIAA-CREF Names New Marketing Head
Connie K. Weaver has joined TIAA-CREF as executive vice president, chief marketing and communications officer, the company announced.
The Newport Group Appoints Retirement Plan Sales Head
The Newport Group has appointed George Sutherland as vice president, Retirement Services.
Securian Offers Paperless Participant Statements
Securian Retirement's quarterly retirement plan statements for employees are moving from mailboxes to inboxes.
Pace of Plan Change Still Positive, But Slow
Participants were more likely to gain access to advice last year – but the pace of expansion was slow.
Folio Institutional and ABG Carolinas Introduce Folio(k)
Folio Institutional and Alliance Benefit Group Carolinas have teamed up to offer Folio(k).
PlanTools Unveils CRC Offering
Charlotte, North Carolina-based PlanTools has released the Client Resource Center (CRC) as part of its Risk Management System.
Court Allows Beneficiary Switch for Annuity Contracts
A federal judge in Pennsylvania has ruled that a participant in TIAA-CREF annuity contracts met the requirements to change his beneficiary from his ex-wife to his long-time friend.
DoL Releases Form 5500 Info on Benefit Plans
The U.S. Department of Labor's Employee Benefits Security Administration has released to the public online datasets of Form 5500 annual report/returns for approximately 800,000 retirement, health, and other...
House Bill Would Change Non-Discrimination Rules
A bill has been introduced in the U.S. House that would change how qualified retirement plans perform non-discrimination testing.
IRS Offers Assurance until 403(b) Prototype Program Begins
The Internal Revenue Service (IRS) is offering a way for 403(b) plan sponsors to feel secure, until the new 403(b) Prototype Program begins, that their plan documents will...