What Plan Providers Should Bring to Communications
Retirement plan sponsors wanting to step up participant communications should make sure their providers are in tune with the latest trends.
Tag: Recordkeeping
IRS Weighs In on What Records to Keep
An updated page on the IRS website shares what records retirement plan sponsors should keep and for how long.
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Preferred Partners
Our annual survey of retirement plan advisers is fodder for two proprietary research reports in this issue.
IRA Investors Signal Interest in Alternatives
A majority of individual retirement account (IRA) investors polled recently by PENSCO Trust Company say they are open to learning more about alternative, non-traded assets.
Fidelity Cites Technology in $14B Plan Win
One Fidelity Investments sales executive says it was the firm’s technology capabilities that allowed it to win the right to oversee American Airlines’ substantial retirement plans.
$460B in DC Plan Assets Could Take Wing
After years of extremely low turnover, retirement plan sponsors are giving serious consideration to altering their 401(k) plan recordkeeping relationships, a report says.
CPAS Offers Overseas Pension Payments Solution
A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund payments for U.S. retirees living abroad.
The Newport Group and Verisight Become One
The Newport Group, Inc. and Verisight, Inc. are joining forces to increase the size, scale and reach of their respective businesses.
Sponsor Focus on Plan Fees Continues
Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.
The Slow Rise of the Tablet App for Retirement Plans
They’re scarce now, but the rise of the account-specific tablet applications (apps) for retirement plans will come, says Corporate Insight.
PANC 2014: Plan Fee Challenges
Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel...
Some Participants View Recordkeeper as Adviser
Research from financial analytics firm Cerulli Associates shows more than a quarter of 401(k) participants look to their plan’s recordkeeper as their primary source of retirement advice.
Government Backs Top Court Review of 401(k) Plan Fee Case
The U.S. Solicitor General has filed a brief asking the United States Supreme Court to review parts of a widely followed 401(k) fee litigation case, Tibble v. Edison International.
Making Sure the Form 5500 Is Ready to File
Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500...
Fidelity IRA Contribution Rates at Record Levels
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.
Equity Overweighting Likely as 401(k)s See Record Balances
Savings in defined contribution (DC) retirement plan accounts recordkept by Fidelity grew 12.9% in the last year, to an average balance of $91,000.
RiversEdge Offers Mobile App for Plan Participants
RiversEdge Advanced Retirement Solutions announced its mobile application is now available to retirement plan participants whose accounts are recordkept by the company.
M Financial Adds J.P. Morgan Retirement Link to Platform
M Financial Group, a financial services distribution company based in Portland, Oregon, has added J.P. Morgan Asset Management’s Retirement Link plan offering to its retirement plan platform.