Tag: Plan Documents

Judy Diamond Associates, publisher of employee benefits industry prospecting tools and plan data, announced the delivery of 2010 plan year data.

Ascensus announced a partnership with Edward D. Jones & Co. to offer its open-architecture retirement plan platform, SingleSource, to a wider client base.

At last week’s Northeast Area Benefits Conference, co-sponsored by the IRS and ASPPA, two Certified Public Accountants discussed the many moving parts of a retirement plan audit.  

Deciding what investments should be included in a retirement plan’s menu and monitoring those investments is a huge amount of risk and liability for just one person; plan...

At the PLANSPONSOR National Conference, a panel discussed the challenges facing smaller (less than $10 million in assets) employer-sponsored retirement plans. 

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

There’s always a lot of talk about how to improve participant behavior in a retirement plan, but sometimes it’s the plan sponsor that “misbehaves.”

SageView Advisory Group has hired Bob Noll as a senior investment adviser.

Four out of 10 U.S. employers expect to spend more time governing their employer-sponsored retirement plans over the next two years, according to a survey by Towers Watson.

A panel at the PLANSPONSOR National Conference discussed best practices for building a better retirement plan investment menu.

The International Association of Business Communicators (IABC) Research Foundation and Buck Consultants recently studied workplace factors to determine which most influence employee engagement.   

U.S. Senator Ben Cardin (D-Maryland), a member of the Senate Finance Committee, has written a letter urging the Social Security Administration (SSA) to continue the production and mailing...

The American Society of Pension Professionals and Actuaries (ASPPA) submitted a letter to the Internal Revenue Service (IRS) suggesting improvements for submitting pre-approved defined contribution plans.

As the last day of submitting comments to the Department of Labor (DoL) drew to a close, the American Society of Pension Professionals & Actuaries (ASPPA) urged the...

The ERISA Industry Committee (ERIC) believes that electronic disclosures will improve efficiencies at every step in a retirement plan, which it explained in a letter to the Department...

Pioneer Investments is partnering with Fiduciary Benchmarks, Inc. (FBi), a consulting firm specializing in providing plan fiduciaries with information on the reasonableness of fund fees.

The SPARK Institute urged the Department of Labor (DoL) to issue new rules that permit widespread use of electronic media for required disclosures to retirement plan sponsors and...

American Century Investments developed its Retirement Service Provider Overview (RSPO) Program to help plan providers and advisers working with plan sponsors collect and document information.

Mutual of Omaha’s Retirement Plans Division will begin using Fiduciary Investment Reporting Manager (FiRM), which generates detailed investment comparisons for retirement products.

ftwilliam.com, a Software as a Service (SaaS) product from Wolters Kluwer Law & Business, is rolling out an integrated Web portal.