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September 16th, 2016 |
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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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DOL Offers More Compliance Relief for Plans in LouisianaDue to recent storms and flooding in Louisiana, the DOL has relaxed rules for contributions and loan repayments, blackout notices and health plan compliance.Read more > | Industry Voices: Viability Connecting Employers With EmployeesHugh O’Toole, senior vice president and head of Workplace Distribution at Massachusetts Mutual Life Insurance Co. (MassMutual), discusses the firm’s Viability solution, which shows employers—chief financial officers (CFOs) in particular—the value of promoting employee retirement readiness.Read more > |
| App for Apple and Android Watch Provides Easy Access to SavingsTIAA, in an effort to provide retirement plan participants the latest account information, announced an updated app developed for Apple and Android smartwatches. The app delivers access to total account balances across retirement savings, retirement health care, brokerage, bank, trust, mutual funds, life insurance, immediate annuities, after-tax annuities and assets held outside of TIAA.Read more > |
| PSCA Releases Retirement Resources AppThe Plan Sponsor Council of America (PSCA) has launched a mobile application called the PSCA Knowledge Center. The app will serve as a one-stop shop where plan sponsors can access information and resources related to qualified and non-qualified retirement plans via several channels including articles, podcasts, and the council’s own surveys.Read more > |
| Empower Discusses ‘Dynamic QDIA’ ModelEmpower Retirement and Great-West Investments recently published “In Search of a More Dynamic QDIA [Qualified Default Investment Alternative],” a joint white paper explaining its “dynamic QDIA” model. The dynamic QDIA model is designed to adapt to a participant’s evolving perception of financial decisionmaking and retirement planning overtime.Read more > |
| One America Launches Website for Tax-Exempt Plan Advisers“With over 52 years’ experience in the tax-exempt market, we are seen as a thought leader in this space, and have a responsibility to help educate financial professionals looking to service this unique market,” says Bill Yoerger, president of retirement services. “The website provides building blocks for those who wish to learn more about tax-exempt.”Read more > |
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