Tag: Plan Documents

M&I Institutional Trust Services is rolling out PlanView, an interactive online enhancement that enables retirement plan sponsors and advisers to evaluate plan and participant metrics.

New York Life Retirement Plan Services has redesigned its plan sponsor and adviser Web site.

Including a retirement plan provider’s affiliated funds as part of a plan’s investment lineup is not a fiduciary conflict of interest or prohibited transaction under ERISA, writes ERISA...

The Guardian Insurance & Annuity Company (GIAC) has partnered with SWBC Investment Advisory Services to offer plan sponsors fiduciary support.

401kDIRECT and Summit Trust Company are introducing the DIRECT Multiple Employer Plan (MEP), for plan sponsors who want the benefits of a MEP while maintaining control over plan...

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...