Tag: Plan Type

The Internal Revenue Service (IRS) website explains what defined contribution (DC) plan sponsors can do if they fail to timely deposit withheld salary deferrals.

Fewer U.S. families saved for education using 529 plans in 2010, and those who did tended to be wealthier than others.

Lincoln Financial Group’s Retirement Plan Services business introduced HeroPlus, a new nationwide Length of Service Award Program (LOSAP).

Castle Rock Investment Company rolled out the Fee Disclosure Review Service to assist plan sponsors with 408(b)(2) compliance.

 Because multiple employer plans (MEPs) have been touted as a solution to expanding retirement plan coverage for Americans, the Government Accountability Office (GAO) explored this option. 

It’s possible to broaden your practice successfully without running afoul of the rules, Roberta Ufford, principal at Groom Law Group, told conference attendees.

Workers value their employer-provided health and retirement benefits, but the tax incentives that support these benefits are being scrutinized.

 A federal judge has approved calculations for an award to former participants in Alliant Energy Corp.’s cash balance plan. 

An analysis from the Social Security Administration (SSA) shows how income replacement in retirement decreases over time.

Data from the 2010 Survey of Consumer Finances (SCF) suggests retirement savings progress has slowed and even reversed in the wake of the financial crisis.

Michael Hull and Patrick Hull have launched bluepoint Investment Counsel LLC.

Benchmarking services are emerging that can compare the suite of retirement plan services against costs to plans of similar size and complexity.

 Only half the clients of advisers surveyed have realistic expectations about the amount of income their investments will provide in retirement, Russell Investments found.  

The tax firm KPMG LLP formed an alliance with Axiom Software Laboratories Inc. to address new regulatory requirements facing investment advisers, such as Form PF.

The Phoenix Companies Inc. introduced a single premium fixed-index annuity for people approaching or already in retirement. 

The American Society of Pension Professionals & Actuaries (ASPPA) has asked for additional guidance concerning Roth 401(k) accounts.

Multiple Employer Plans (MEPs) bring expert fiduciary governance and economies of scale to retirement plans of all types and sizes.

A significant number of employers that still offer defined benefit (DB) pension plans say they remain committed to providing those benefits to new salaried employees.

Nationwide Financial unveiled a 408(b)(2) Solutions Kit to help clients adapt to the Department of Labor (DOL) fee disclosure regulations, which take effect July 1.

Sponsors of 403(b) retirement plans continue adapting to regulations from the Department of Labor (DOL) and continue making improvements.