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| Benefits & Administration |
| Participants Want Lifetime Income Estimates |
| Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income. A study finds nine out of 10 participants want to see the estimate, which helps workers understand how much lifetime income could be generated from their retirement plans. The study by the Insured Retirement Institute (IRI) also reveals more than 90% of consumers want their employers to provide online retirement income calculators.Read more > |
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| Ask the Experts |
| “I understand that the new 2014 5500 form/instructions
have been issued. Are there any changes that would apply to 403(b) plans?”Read more > |
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| Products, Deals & People |
| Shane Hall Financial has partnered with PlanMember Securities Corporation as a PlanMember Financial Center. The affiliation expands retirement investment planning and financial education opportunities for educators and employees of nonprofits in the West Texas Region.Read more > |
| Conor Weir and Sophois Sokhom have joined Retirement
Benefits Group (RBG) to provide retirement consulting services to clients in
Long Beach, California. Weir will serve as a managing director and financial
consultant. He is responsible for retirement plan design, participant advising,
investment management, fiduciary risk management, business succession planning
and planned giving. Read more > |
| Buck Consultants at Xerox, which offers human resources (HR) solutions to organizations, has hired Michael Kirchner to serve as a principal and retirement consultant in the Cleveland office. He is a part of the wealth practice team, which provides consulting services and solutions to address clients’ retirement risk management and cost control. He is responsible for advising clients on economic measures, accounting and regulatory rules.Read more > |
