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Retirement plan advisers provide insights on how to purposefully connect with potential clients.
Tag: 457
Social Security Concerns Drive Early Benefit Claims
Almost half of workers surveyed (48%) have no strategy to generate retirement income, Schroders finds.
Nearly 40% of Participants Rely on Plan Provider to Manage Outside Assets
Another 35% would consider doing so, according to Spectrem Group
Data Points
403(b)s: Similar but Different
For instance, compared with others, these plans are less apt to offer loans
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457...
GOP Backs Away From Limits on Deferred Compensation
Among other amendments that have already emerged in both the House and the Senate tax proposals, it seems nonqualified deferred compensation plans will more or less be left...
401(k) Contributions Appear Safe in Tax Reform Debate, For Now
It appears 401(k) contributions won’t be affected by tax reform, but one industry veteran warns the process is still only just beginning—and that tax uncertainty is “unfortunately not...
IRS Ruling May Encourage Auto Enrollment in Governmental 457 Plans
ICMA-RC says the IRS favorable letter ruling is the first to adapt the auto-enrollment rules to a governmental 457(b) plan.
Time to Submit Plan Sponsor of the Year Nominations Is Running Out
Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....
Voya Bringing Framework Retirement Program to 403(b) Market
The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families.
Non-Profit Plan Sponsor Clients Can Apply for IRS Committee
Members of the "ACT" committee are in a unique position to provide observations about current or proposed IRS policies, programs and procedures, and suggest improvements through a yearly...
Analysis Shows Demand for Advice Increases with Age, Account Balance
The analysis from TIAA's proprietary business reveals significant demand for advice through the online tools; however, it also reveals a significant jump in demand for in-person advice between...
Trust Builders Releases Maximum Contribution Tool for Advisers
The firm’s new module will complement other tools designed to assist advisers in helping their clients determine their overall retirement readiness.
AXA Introduces Open Architecture Recordkeeping Platform
The new DC plan solution combines human touch and technology to make the onboarding experience easier.
Equity Funds Most Common Type of Fund Held in 401(k)s
This was followed by $835 billion in hybrid funds, which include target-date funds, ICI found.
Advisory Firm Opens to Guide University Employees
In addition to offering retirement-guidance to university employees, Provizr also offers an automated portfolio-management option.
IRS Announces 2017 Limitations for Retirement Plans
The deferral limit for defined contribution plan participants remains unchanged at $18,000.
PLANSPONSOR Retirement Plan Sponsor of the Year Deadline Approaches
This is a friendly reminder that 2017 PLANSPONSOR Retirement Plan Sponsor of the Year nomination forms are still available. Don't wait to nominate—time is running out!
One America Launches Website for Tax-Exempt Plan Advisers
The new Tax Exempt Center of Excellence website is a central hub for advisers and financial professionals to access information about OneAmerica tax-exempt plan products and services.