Search results for: bca
Mercer Touts Use of Industry-Specific Mortality Assumptions
Society of Actuaries mortality tables are not required to be used by defined benefit plans, and there may be something better.
Wait to take RMDs, or Add a Roth IRA?
Take three couples entering retirement with the same asset base but very different strategies for making the money last. Think you can predict the winner?
Efforts Needed to Address Women’s Retirement Readiness Obstacles
Women’s path to a financially secure retirement is filled with many obstacles, a global survey shows.
Plan Sponsors Should Optimize Retirement Readiness Efforts
More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement readiness has become a major issue for their...
IRS Webinar to Discuss Definitions of Compensation
The Internal Revenue Service (IRS) is hosting a webinar about the definitions of compensation used in retirement plans.
Strategies for Increasing Employees’ Retirement Savings
Automatic enrollment has been shown to increase the number of employees who save in their employer-sponsored defined contribution plan.
Did Edison's IPS Fall Down on the Job?
As lawsuits over share classes move forward, can the investment policy statement (IPS) help the plan sponsor avoid litigation?
LPL Adds Financial Wellness Content to Platform
LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.
IRS Announces Hot Topics Webinar
The Internal Revenue Service is holding a “Retirement Plan Hot Topics” webinar September 11.
IRS Announces Webinar on DB Plan Termination
The Internal Revenue Service (IRS) will host a defined benefit plan termination webinar on August 14 at 2 p.m. Eastern Standard Time.
EBSA to Discuss Small Business Retirement Plan Options
The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small businesses and their retirement benefit services providers on August 6.
Details About the Proposed 408(b)(2) Fee Guide
The Department of Labor (DOL) wants to ensure that plan fiduciaries fully understand fee information they receive.
Plan Design Changes May Especially Benefit Women
Witnesses for a hearing about women’s retirement security advocated for Social Security improvements, expanded retirement plan access, and plan design changes.
ASPPA to Launch Enhanced Website
The American Society of Pension Professionals & Actuaries (ASPPA) will be launching an enhanced version of its website on April 7.
Webcast Replay on Liquid Alternative Mutual Funds
The recording of a webcast on the distribution of liquid alternative mutual funds is now available to a select audience.
DOL Hosting Series of Fiduciary Webcasts
The Department of Labor is presenting the “Getting It Right – Know Your Fiduciary Responsibilities” webcast series.
PRT Window of Opportunity Is Open
Defined benefit plan sponsors have a window of opportunity to take action on pension risk.
TD Ameritrade Devises Recruiting Solution
TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.
Sponsored by MassMutual Financial Group
457 Plan Trends
Five pieces you may be missing in the 457(b) plan puzzle