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If you have news of interest to plan sponsors, email us at news@plansponsor.com

Rollover

 Plan sponsors and providers alike report that participants are taking assets out of their accounts in increasing numbers.  For plan sponsors, the challenge is to help soon-to-be ex-participants find a good “home” for their retirement savings after they have left the plan—realizing that many plan sponsors see that point as the end of their responsibility for that account. 


April 10, 2013
Savings Cap Could Affect Up to 5% of Participants

Savings Cap Could Affect Up to 5% of Participants April 10, 2013 (PLANSPONSOR.com) – Published reports indicate President Obama’s 2014 budget proposal will include a cap on retirement savings. PLANSPONSOR staff editors@plansponsor.com In statements released ahead of its official publication,
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March 19, 2013
Mandatory Distributions Reduce Cost and Risk

Mandatory Distributions Reduce Cost and Risk March 19, 2013 (PLANSPONSOR.com) – It can be costly for plans and their fiduciaries if participants with retirement accounts of $5,000 or less do not take distributions when they leave their company.   Corie Russell editors@plansponsor.com Fortunate
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March 06, 2013
Regulatory and Legal DC Issues for 2013

Regulatory and Legal DC Issues for 2013 March 6, 2013 (PLANSPONSOR.com) - An expanded definition of fiduciary, restrictions on rollover IRAs, 408(b)(2) fee audits, tax reform and retirement readiness are defined contribution (DC) retirement plan issues that will dominate discussions in Washington in the coming
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October 17, 2012
WMSI Launches Rollover Central

WMSI Launches Rollover Central October 17, 2012 (PLANSPONSOR.com) – Wealth Management Systems Inc. (WMSI) has launched its latest web application, Rollover Central. Rebecca Moore editors@plansponsor.com In addition to providing a choice of IRA products and streamlining the rollover proce
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Interview with Gables Residential

Charlie Ruffel speaks with Philip Altschuler, 2013 Corporate 401(k) <$50MM Plan Sponsor of the Year finalist. 

Interview with Baystate Health

Charlie Ruffel speaks with Mary Dunn, 2013 DB Plan Sponsor of the Year winner. 

Ahead of the Curve

In a rapidly evolving industry, how can innovation help deliver better outcomes for participants and plan sponsors? 

Outside the Box

For years, the traditional “style box” has been the answer to educating participants about diversification and investment philosophy within defined contribution.  

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