Tag: Plan Documents

Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year.

The Pension Benefit Guaranty Corporation (PBGC) proposed amendments to its multiemployer regulations to make the provision of information to PBGC officials and plan participants less burdensome.

The SPARK Institute Inc., a lobbying group for retirement plan service providers, is hoping to secure more flexibility from federal regulators regarding certain investment-related disclosure requirements.

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.

The Internal Revenue Service (IRS) intends to expand its pre-approved defined benefit plan program to permit plans with certain cash balance features to be submitted by sponsors and...

Retirement services provider FRA PlanTools released a custom 408(b)(2) checklist product.

We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.

A federal appellate court has vacated a ruling about offsetting pension benefits and remanded the case back to a district court.

Many mid-market pension plans are considering de-risking, but still need to create a formal strategy.

American Century Investments has launched a new online tool for retirement plan sponsors and advisers to better assess plan effectiveness.

Assembling the right retirement plan committee can make or break participant outcomes, and often boils down to a combination of diversity, communication and documentation.

Allianz Global Investors offers its web-based Target-Date Tool Set for retirement plan advisers.

Two things always on a plan sponsor’s mind—retirement readiness and fiduciary responsibility—are opportunities for retirement plan advisers.

United Benefit Advisors (UBA) has named PLAN DOC Builder a Certified Solution for its more than 2,000 benefit professionals across 140 Partner Firms. 

Advisers have an untapped opportunity to help 403(b) plan sponsors, especially because these plans increasingly have features in common with 401(k)s. 

Mercer believes 2013 is a year for many defined contribution (DC) plan sponsors to take a fresh look at objectives, investment options and participant communications.

An omission from a retirement plan’s summary plan description (SPD) does not entitle a widow to a greater spousal benefit, a court found.

 LPL Financial LLC introduced DocuSign’s eSignature solution to its adviser technology platform.