Small-Plan Sales on the Rise
Despite current economic strains, ShareBuilder reports surging sales of small business 401(k) plans.
Tag: Plan design
Plan Sponsors Paying for Adviser Services Directly
The majority of retirement plan expenses are paid by the plan sponsor, but many plan sponsors do not review the fees paid to their adviser, a recent survey...
servicing strategies
Happy Together
How advisers can measure client satisfaction and why they should
research
Polishing a Client’s Retirement Plan
What effect does a retirement plan adviser have on a plan?
research
Size Matters
Benchmarking a plan against comparable ones gives you a true indicator of success
intro
Through the Looking Glass
As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.
Paternalism Prevalent in 401(k)s
401(k) plan sponsors have a genuine interest in helping participants, says Cynthia Egan, President of T. Rowe Price Retirement Plan Services.
Small Business Employers Not Eager to Offer Retirement Plans
Nearly half (47%) of small business owners who do not currently offer a 401(k) said they never intend to offer one, according to a recent survey.
Cost is Barrier to Micro-Businesses Offering Retirement Plans
Nearly two-thirds (62%) of micro-business owners say the cost of administering and contributing to a retirement plan is the biggest hurdle to offering them.
ERISA Expert Discusses Plan for Successful Retirement Plans
According to Fred Reish, there are three main components to a successful retirement plan.
Fidelity Investments to End DB Plan
The fund giant will instead offer a richer 401(k) match and an annual credit to a health savings plan.
Almost Half of Plans to Add Third-Party Advice in 2007
A new Hewitt Associates study of large US company retirement plans found that 43% offer, or are very likely to offer, third-party investment advisory services in the coming...
Small Business Owners Not Likely to Offer Retirement Benefits
The 2006 ShareBuilder Small Business Annual Retirement Trend (SBART) Survey found that 63% of respondents do not offer retirement benefits to their employees and more than half (63%)...