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fiduciary fitness

Income Options

Three different approaches under ERISA to DC plan annuitization

LTCI Marketing System for Advisers Introduced

Corporate Compensation Plans, Inc. (CCP) and Harley Gordon, an attorney and authority on long-term care financing, have introduced the CLTC-WealthSecure System, a long-term care insurance marketing systems for...
servicing strategies

The Big Picture

Getting participants to swallow a more holistic approach to planning requires employers, employees, and advisers to get it together—and get in touch with reality

IRS Sets Benefits Limits for 2010

The Internal Revenue Service has announced cost of living adjustments applicable to dollar limitations for pension plans and other items for Tax Year 2010. 

ING Enhances Enrollment Software

ING Employee Benefits has announced enhancements to its proprietary enrollment software, ING Enroll, including a tailored "quick quote" function, additional automated forms, and enhanced reporting and re-enrollment capabilities.

Phoenix Unveils Dual Life Insurance Product

The Phoenix Companies, Inc., introduced a “first-to-die” universal life insurance product that covers two lives under one policy, designed for married couples or business partners.

CCP Offers Retirement Security to Law Firms

Corporate Compensation Plans Inc. (CCP) has launched a Retirement Security program to protect retirement benefits in the 401(k), profit sharing, and defined benefit pension plans of law firm...

Former Fidelity Traders Settle Gift Scandal

The Securities and Exchange Commission (SEC) said eight former employees of Fidelity Investments’ equity trading desk will collectively pay more than $1 million to settle SEC charges for...
beyond (k)

Correction Appended

The IRS offers ways for deferred compensation plans to correct mistakes voluntarily
servicing strategies

Happy Together

How advisers can measure client satisfaction and why they should