SPARK Answers More Questions about Info-Sharing
The SPARK Institute has announced additions to its Q&A Web site regarding its 403(b) Plans Information Sharing Data Elements Best Practices.
Tag: Recordkeeping
DST Retirement Offers Electronic Compliance Test Results
DST Retirement Solutions announced its provider clients can now deliver compliance test results to sponsors electronically, via a client-branded Web site.
The 403(b) Company Can Help with Plan Audits
The 403(b) Company offers a 403(b) Administrator service that can help sponsors get through Internal Revenue Service (IRS) and Department of Labor (DoL) plan audits.
Invesco Aim Launches New 401(k) Review Tool
Invesco Aim launched an enhanced Invesco Aim PlanForward Module 3 Benchmarking and Reviewing 401(k) Plans.
research
What Provider To Work With?
Retirement plan advisers play an integral role in many providers' delivery systems, but while some providers do both adviser-sold and direct-sold business, others do no business through intermediaries.
regulatory radar
Hidden in Plain Sight?
What do the Department of Labor fee initiatives mean for advisers?
trendspotting
Providers Unsuccessful at Retaining DC Plan Assets
Due to insufficient focus on retention, the inability to reach the plan participant at the appropriate time, and failure to build a relationship with the participant prior to...
IMHO: Storm Surge
Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.
Using Plan Data to Improve Features and Operations
In addition to facilitating administrative and fiduciary functions, retirement plan data can help plan administrators decide on value-added plan features and services.
sales champ
More Than Middle Men
Partnering with providers to increase your value proposition to clients
sales champ
Moving Out
Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants
servicing strategies
Beyond Data Mining
Recordkeeping services can feel commoditized, but the right choice demands careful consideration
investment-oriented
Exchange Rates
ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
intro
The More Things Change
As fond as I am of the phrase "the more things change, the more they stay the same," I sometimes question its applicability to the retirement plan space.