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December 28th, 2018 |
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ASK THE EXPERTS
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Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
Ask the Experts
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Progressive Sponsors Will Push Custom Designs, Fee Transparency in 2019As managing director for institutional financial services at TIAA, Mark Foley frequently speaks with plan sponsor clients about their evolving goals and expectations in offering defined contribution (DC) retirement benefits to employees. “Especially from my perspective being in charge of default solutions, it’s been a very busy year in terms of working with plan sponsors on improving their plans and creating innovative solutions to long-standing challenges,” Foley said. “We have been doing a lot of work to continue to enhance and broaden the use of custom approaches to default offerings, and we’re pleased with the steps that our clients are taking to address participant outcomes.”Read more > | Participants Need Support to Weather Bouts of VolatilityOne of the toughest challenges facing plan sponsors is broadening the perspective of participants to look beyond what has happened in the markets in the last week or month, and to truly be strategic about their investing.Read more > | Ascensus Acquires TPA Firms for Solutions DivisionAscensus has entered into an agreement to acquire Moran Knobel and its subsidiary Means & Associates. The third-party administration (TPA) firms will immediately become part of Ascensus’ TPA Solutions Division. Based in Bellevue, Washington, Moran Knobel provides retirement plan consulting and administration services for safe harbor 401(k), profit sharing, cash balance, defined benefit (DB), 403(b), and all other Employee Retirement Income Security Act (ERISA)-qualified plans.Read more > |
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