Products July 14, 2015

Retirement Plan Analytics Tool Is Updated

Updates to Retirement PlanVision include Morningstar’s fund ratings data.
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Retirement PlanVision, a cloud-based analytics and intelligence solution for retirement plan professionals from Infinata, features integrated data from Morningstar, including Morningstar Rating for funds and the Morningstar Analyst Rating for funds.

The 401(k) prospecting and analytics tool for retirement plan professionals integrates and analyzes searchable sponsor, fee, plan, fund and performance data from more than 1.5 million corporate retirement plans in the U.S.  This actionable intelligence helps to advance the sales cycle and better pursue prospects with detailed and reliable fund information.

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Key features of Retirement PlanVision are:

  • Integrated Morningstar data;
  • Lead lists by plan design flaws;
  • Detailed retirement plan fund profiles; and
  • Searchable investment data from audit report.

“Including Morningstar data has enabled us to release what we believe is the most comprehensive retirement prospecting tool on the marketplace today,” said Ruth McHenry, managing director of Infinata.

An online demo is scheduled to take place 11 to 11:30 a.m. (Eastern) on Tuesday, August 4. Registration is here.

Compliance July 14, 2015

IRS Provides Summary of Form 5500 Changes

The Form 5500 filing deadline is July 31 for calendar year-end retirement plans.
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The Internal Revenue Service (IRS) has issued a reminder that the deadline for calendar year-end retirement plans is looming, and has posted on its website a summary of changes to this year’s form.

In December, an advance information copy of the 2014 Form 5500 annual return/report and related instructions gave a heads up about the changes. One welcome change is the elimination of an attachment traditionally required for all plans.  

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The following forms and schedules have changes from the previous year: Form 5500, Form 5500-SF, and schedules H, SB and MB for Form 5500. Details of the changes are on the IRS website.

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