In the absence of the determination letter program, the law firm is helping plan sponsors of tax-qualified plans remain compliant with IRS plan document requirements.
The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.
Participants can check their account balances and view their retirement income projection, as well as see their asset allocation and three most recent transactions on the watch.
As part of the analysis of pension investments, the PensionSmart Analysis tool can examine different investment “glide path” options to help sponsors achieve specific goals related to funding and liability matching.
The SaaS firm has expanded its platform and initiated new partnerships to help employers easily roll out student loan refinancing as an employee benefit.
The campaign can be used by public- and private-sector retirement plan sponsors.
Goldman Sachs launches new ETF; Betterment rolls out smart beta portfolio; and GRP partners with Envestnet to launch CIT suite.
Employers will be able to help employees pay off their student loan debt.
Readers of a new publication from Research and Markets are taken step by step through ERISA regulations to help ensure that their plans are properly structured, qualified and implemented.
Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.
An alliance between Willis Towers Watson and Stride Health Inc. hopes to expand benefits for independent workers.
Reliance Trust Company Partners with Northern Trust and Wilshire Launches ESG Intermediate Credit Index
Considering a lack of awareness around health benefits options, Alegeus is looking to enhance employee engagement programs for employers.
For the most part, the investment management expenses plans pay are significantly greater than additional billed expenses, and are generally between 85% and 90% of the total cost of the plan.