Plan Design, Operations, Outsourcing
HR, Health Care, Post-Retirement
Economic Commentary, Investment Trends, Market Insights
Business Wins, Job Changes, Mergers and Acquisitions
Investments, Platform Enhancements, Tools and Services
Court Decisions, Legislation, Regulations
Industry Trends, Plan Benchmarks, Statistics
Attitudes and Behavior, Education and Advice
Outsourcing investment management functions continues to evolve
Nearly 85% of pension plans paying PBGC premiums have less than 1,000 participants—so it only makes sense that small plans make up a significant proportion of the ERISA industry’s annual risk transfer business.
Instead of establishing an individual retirement account at a financial institution for each missing participant account, more plans would have the option of transferring benefits to PBGC.
As part of the enhancements, the Fiduciary Assure program provides retirement plan sponsors and advisers digital access to critical reporting information.
A plan sponsor does adviser due diligence—and finds the unexpected
The new 401(k) platform is designed to increase productivity in plan administration, while enhancing compliance by reducing the room for error, according to the firm.
How 3(16) fiduciary administrators can support plan sponsors
Plan sponsors turn to TPAs for help with the mechanics of a retirement plan
The Small Market Solution also features enrollment in Worksite Financial Solutions.