Infographics: Workers Prefer Financial Benefits to Lifestyle Perks
A survey by Morgan Stanley shows heartening results for plan advisers and sponsors.
Tag: Deferred compensation
For NQDCs to Meet Growth Potential, Experts Turn to Customization
Less than half of recordkeepers currently offer “top hat service” for highly compensated employees.
Beyond Comp: What Makes Advisory M&A Deals Stick
When it comes to setting up a successful long-term relationship with top advisers, firms still generally rely on sticks instead...
Small and Medium Businesses Driving NQDC Plan Growth
Small-to-medium-sized businesses are increasingly turning to nonqualified deferred compensation plans amid a competitive market, according to data and industry players.
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...
Court Says Change to More Volatile Crediting Rate Not Against Top Hat Plan Terms
The plaintiffs challenge three features of the 2012 amendment: the change to the crediting rate; the introduction of potential for risk and volatility into the plan; and variations...
Executive Benefits Take a Hit in Tax Reform Proposal
The proposal effectively eliminates nonqualified deferred compensation (NQDC) plans as tools for tax planning available to executives and public companies, attorneys with Groom Law Group say.
Average 401(k) Balance Reached $99,900 in Third Quarter
This is a 2.25% increase from the average balance in the second quarter of the year.
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....
Workers Like the Idea of State-Sponsored Auto-IRA Programs
Many states are looking at how they might implement government-sponsored IRAs, commonly known as auto-IRAs, which provide automatic enrollment of eligible private-sector workers.
Data Points
Larger Plans Offer Many Benefits
Companies midsized and up are likelier to offer NQDCs, HSAs and more
servicing strategies
Bringing it All Together
The adviser’s role when working with a client’s multiple retirement plans.
beyond (k)
Expanding Savings Options
Plan sponsors look to advisers for help crafting NQDC plans for HCE employees
U.S. Pension Plans Look to the Canadian Model
Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.
pa|nc
2016 PLANADVISER National Conference
10 years of building profitable practices and evolving business models
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!
Latest Trends in Nonqualified Deferred Compensation
A growing number of NQDC plan sponsors offer participants the opportunity to make “in-service” distribution elections.
Top-Hat Plan Participant Can Get ERISA Help With Denial of Benefits
ERISA Section 502(a)(3) may extend to remedy inequitable conduct pertaining to a supposed waiver of plan rights and to a breach of the general good faith standard of...
fiduciary fitness
IRS Restricts Salary Deferrals for NQDC Plans
... yet its proposed rules backtrack on vesting threat
Managed Account Investors Appreciate Ongoing Monitoring
However, more education about how they work is needed.