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September 25th, 2015 |
Looking for Award-Worthy Plan SponsorsIs 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 > |
Plan Adviser of the Year 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 > |
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ASK THE EXPERTS
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| “We are a large 501(c)(3) health care organization that froze its Employee
Retirement Income Security Act (ERISA) 401(a) defined contribution plan several
years ago, essentially replacing the plan with employer contributions to our
403(b) plan. However, we have not
terminated the plan; the plan has remained frozen since the initial amendment
to freeze. Can the plan remain frozen indefinitely, or must we terminate the
plan at some point?”Read more > |
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Middle-Age Americans Least Confident About RetirementMore than half (52%)
of Americans have doubts about their ability to afford the life they want
during retirement, according to a survey by GfK.Read more > | Participants Welcome More Contact with ProvidersSeventy-four percent
of retirement plan participants would welcome more information about financial
products and services from their providers, according to Cogent Reports’ annual
DC Participant Planscape.Read more > | Shift to DC Has Not Led to Less Retirement SavingsThe accumulation of
retirement assets has not declined as a result of the shift from defined benefit
(DB) to defined contribution (DC) plans, according to an analysis from the
Center for Retirement Research at Boston College.Read more > | Finding the Right TDFs for Your PlanAnalyzing whether your
plan has the right target-date fund (TDF) suite for your participants should
mean much more than looking only at performance and fees.Read more > | | Not all countries’ flags are rectangular. Can
you name the three that are not?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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