Compliance December 14th, 2017 More Detail From Rep. Neal’s Automatic Retirement Plan Act All employees would have 6% of their income contributed to a workplace retirement plan and have these contributions automatically escalated each year.
micro scope Professional Groups Owners’ concerns are saving enough for retirement and reducing their tax liabilities
PANC 2017 PLANADVISER National Conference Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities
trendspotting 401(k) Allocations Have Changed TDFs now comprise 25% of 401(k) assets, largely due to auto-enrollment
Editor’s Letter The Simplest Fix My daughters have been receiving an allowance since they were each around 4 years old. It gets divided three ways:...
intro Education vs. Advice Part of the reason the qualified default investment alternative regulation—found in the Pension Protection Act of 2006 (PPA)—was viewed as so helpful to participants was because they often...
Compliance December 8th, 2017 Tax Reform Could Threaten Small Business Retirement Plan Incentives The American Retirement Association is calling for small business owners’ retirement plan contributions to be taxed at the business rate.
Client Service December 7th, 2017 With Change to Pension System, Military Members Need Financial Advice The Department of Defense is initiating the Blended Retirement System on January 1, 2018.
Data & Research December 4th, 2017 Sixty Percent of Plans Automatically Enroll Participants While 66% of larger plans use automatic enrollment, only 51% of smaller plans do.
Data & Research November 30th, 2017 Health Care Organizations Ramp Up Their Retirement Plans With the health care industry facing many uncertainties, organizations are looking to attract top talent.
Compliance November 21st, 2017 DOL Issues ERISA Guidance for Plans Impacted by Hurricane Maria, Wildfires The guidance covers verification procedures, timely loan and hardship withdrawal repayments, and health care coverage.