Tag: Plan Design

Distributions Basics Confuse Sponsors and Participants

The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have a lot of places to turn for support when learning about this pressing topic.

District Court Admits Error in ERISA Lawsuit Ruling

The district court’s new decision comes after its previous move denying defendants’ motion for summary judgment against plaintiffs’ claims, which cover a variety of fiduciary breach allegations; a new ruling is now forthcoming. 

Retirement Plan Exchanges for 403(b)s

Speaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference, Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the efficiencies and benefits a closed MEP can offer not-for-profit 403(b) plans.

Transamerica Requires TPAs for Small Plans, Reflecting Competitive Landscape

Our series of behind-the-scenes articles speaking with new and established retirement plan service providers about their biggest challenges and opportunities turns next to Transamerica—which has instituted a requirement that new plan sponsor clients under a certain asset size must utilize a retirement specialist third-party administrator.

Retirement Industry Enthusiasm for New Approaches in 2018

Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive positive change in 2018. Might a “new” Pension Protection Act be on the horizon?