Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 28th, 2015
Plan Sponsor of the Year Finalists
More Plan Sponsor of the Year Finalists Announced
Each year, the editors of PLANSPONSOR recognize a number of plan sponsors that demonstrate leadership in providing a more secure retirement for workers. Today, PLANSPONSOR is pleased to announce the finalists for the 2015 PLANSPONSOR Plan Sponsor of the Year award in the Corporate 401(k) $250 Million to $1 Billion category and the Corporate 401(k) > $1 Billion category.  Read more >
Benefits & Administration
Retirement Plan Rollover Basics
Departing retirement plan participants may wish to roll over their plan assets to another qualified plan or individual retirement account (IRA) to avoid paying taxes and to continue saving for retirement. There are certain guidelines that must be adhered to when rolling over retirement plan assets to an IRA or another qualified plan.  Read more >
Defined contribution (DC) salary deferral rates are climbing strongly, with 32% of participants increasing their deferral rate in the past year, according to a Market Strategies International study. Market Strategies International notes this increase is 11% greater than the number of DC plan participants who expressed the intention to increase their 2014 contributions in a 2013 survey taken by the firm. The increase is driven by the younger generations, the firm says, given that Generations X and Y have a preference for automatic plan enrollment features.  Read more >
Sponsored message from Financial Engines
PLANSPONSOR interviews Christopher Jones, chief investment officer (CIO) at Financial Engines.   Read more >
Products, Deals & People
As the new national sales manager of Guardian Retirement Solutions, Jim Lake will oversee all aspects of the firm’s retirement plans distribution. In addition to overseeing annuity distribution, Lake also assumes responsibility for the retirement plans wholesaling team, the retirement plans sales desk and 401(k) key account management.  Read more >
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