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August 29th, 2017 |
Reversing the Order of the Typical Recordkeeper SearchResearchers with J.P. Morgan Asset Management recently sat down with PLANSPONSOR to offer an early view of an interesting new case study, “Reverse the Search.” Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, says the time has come to rethink the “conventional approach” to recordkeeper searches, which separates the effort into two phases: “First, choose the recordkeeper. Then, choose a QDIA solution.” As laid out in the J.P. Morgan research, an alternative that may be better suited for today and tomorrow’s recordkeeping/investing market is to “reverse the order of the search.”Read more > |
Searching for AnswersAre participants passing their own larger, individualized tests on retirement preparedness? The answer to this question is hinted at in the 2017 PLANSPONSOR Participant Survey.Read more > |
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ASK THE EXPERTS
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Is an Irrevocable Election Not to Participate Truly Irrevocable?“I actually have two questions if the Experts can indulge me! I know that a mandatory contribution to a 403(b) plan must be made a) as a condition of employment, or b) pursuant to a one-time irrevocable election whether or not to participate by the employee at the time of initial eligibility to participate in the salary reduction agreement. One question is, does irrevocable truly mean irrevocable?”Read more > |
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