Tag: Plan providers

Safe harbor 401(k) plans require an initial plan year at least three months long, making October 1 the effective deadline for establishing a new safe harbor plan in...

The retirement plan world of 1974, when the Employee Retirement Income Security Act was passed, is almost unrecognizable to the one we live in. 

The Principal Financial Group introduced a new life insurance option designed to help financial advisers solve challenging coverage questions for business owners and other clients.

In an effort to combat participant inertia, more plan sponsors are considering the process of re-enrollment, says a recent brief from J.P. Morgan Asset Management.

A survey of sponsors of many different types of defined contribution (DC) retirement plans finds not all are following plan design and compliance best practices.

The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small businesses and their retirement benefit services providers on August 6.

Plan advisers have an important role to plan in helping sponsors consider their options while choosing a third-party administrator (TPA).

Average individual retirement account (IRA) contributions for tax year 2013 reached $4,150—a 5.7% increase from 2012 and an all-time high, according to Fidelity Investments.

Prudential Retirement has promoted Gary Ward to head the firm’s stable value organization.

MassMutual Retirement Services has appointed eight new relationship managers to further support retirement plan sponsor clients.

Rocaton Investment Advisors, LLC has adopted RiskFirst’s PFaroe web-based platform to help clients better analyze and manage pension plan risk.

Fidelity Investments has launched an initiative to help employers evaluate and improve the retirement readiness of their employees.

Defined contribution retirement plan sponsors in the health care industry are becoming more proactive in their efforts to help employees adequately prepare for retirement.

American National Bank of Texas (ANB) has teamed up with several firms to offer a retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.

With some exceptions, sponsors of 403(b) retirement plans, especially school systems, have problems getting employees to participate in the plans.

Pam Popp will join Lockton as president of retirement services operation, effective September 2.

OneAmerica will acquire City National Bank’s San Diego-based retirement services recordkeeping business.

The Department of Labor’s (DOL) ERISA Advisory Council is examining practices for outsourcing employee benefit plan services.

Prudential Retirement introduced a line of new technology tools designed to help participants, sponsors and advisers drive higher levels of plan success.

The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.