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September 11th, 2015 |
Looking for Award-Worthy Plan Sponsors!Is your company’s
retirement plan run exceptionally well? Is your pension plan well-funded and/or
pursuing interesting strategies (whether active or frozen)? Is your defined
contribution (DC) plan committee focused on fulfilling fiduciary requirements
and achieving successful outcomes for participants? We are now accepting
nominations for the 2016 PLANSPONSOR Plan Sponsor of the Year awards. This is
an excellent opportunity for you to tell your story and share your successes
with peers. We are looking for plans of all types—pension, 401(k), 403(b), 457,
public DC, etc.—and of all sizes. You can nominate a plan, or yourself, here.Read more > |
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ASK THE EXPERTS
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sponsors and advisers need to educate educators, at the workplace and in some
cases online, says Jim Kiley, senior vice president and national sales manager
for Security Benefit, covering the Eastern U.S.Read more > |
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| Retirement Plan Adviser of the Year Awards NominationsHas your plan been
improved by the help of a skilled professional? Has an adviser or consultant
helped with defined benefit (DB) plan funding or plan maintenance? What about
helping design a defined contribution (DC) plan to improve focus on fulfilling
fiduciary requirements and achieving successful outcomes for participants? If
you know a superb retirement plan adviser you think is worthy of the 2016
PLANSPONSOR Retirement Plan Adviser of the Year awards, please nominate him or
her! Nominations can be made here.Read more > | Optimism and Pessimism Both Drive American SaversAn informative
infographic presented by masters-in-accounting.org shows just how
conflicted American retirement savers are when it comes to thinking and talking
about money issues.Read more > | The Challenges of Picking a QDIAIn “401(k)Plans:
Clearer Regulations Could Help Plan Sponsors Choose Investments for
Participants,” the Government Accountability Office (GAO) set out to examine
which options plan sponsors selected as default investments and why; how plan
sponsors monitor their default investment selections; and what challenges, if
any, plan sponsors report facing when adopting a default investment for their
plan.Read more > | Women in More Urgent Need of Savings Help than MenA new study from
Financial Finesse suggests that, in general, working women will need to save
more—and at a much faster pace—than men to satisfy the average cost of
expenditures in retirement.Read more > | School Settles Age Bias Suit The Equal Employment Opportunity Commission (EEOC)
charged the school with discriminating against an employee after finding out he
was previously retired from another job.Read more > | Impact Investing Consulting Firm LaunchedIn response to accelerating institutional
demand, three experienced professionals in financial services and impact
investing announced the launch of Tideline, a consulting firm designed to
provide “tailored advice to clients developing impact investment strategies and
solutions.”Read more > | Boomerang Employees More Welcome than BeforeNearly half of human resource (HR) professionals
surveyed claim their organization previously had a policy against rehiring
former employees—even if the employee left in good standing—yet 76% say they
are more accepting of hiring boomerang employees today than in the past.Read more > | | David Levine and David
Powell with Groom Law Group, and Michael A. Webb, vice
president, Retirement Plan Services, Cammack Retirement Group, will field your questions
concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers will be
printed in future (b)lines. This feature is to provide general
information only, does not constitute legal advice, and cannot be used or
substituted for legal or tax advice. |
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