Despite a 75-year
track record as an investment vehicle, some plan sponsors lack awareness of
collective investment trusts and their reputation for low fees.Read more >
By looking at the
groups who scored highest in all categories in its Retire Ready Index, Voya
offers an opportunity to better understand the traits, behaviors and practices
that guide some individuals to greater retirement preparedness.Read more >
The Securities and Exchange Commission (SEC)
issued a Staff No-Action letter allowing non-Employee Retirement Income
Security Act (ERISA) retirement plans to provide participants with fee
disclosures without running afoul of an SEC rule.Read more >
“I
am an adviser who primarily works with 403(b) plans. A potential client has
surfaced that is like nothing I have ever seen before. It is a private
“non-profit utility,” if you will; it provides electric service in my
county in an area which presumably would not be profitable for a traditional
utility to service since it is thinly populated. Have you ever heard of such an
organization, and do you know what type of retirement plan it can sponsor? The
entity sponsors a 401(k) currently but does not know if it is the best type of
plan for them.”Read more >
ASK THE EXPERTS
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
