PLANADVISER - The trusted information and solutions resource for ...
网页PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability to …
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
网页2023年12月28日 · Section 101 of SECURE 2.0 requires defined contribution plans that are created after the law was enacted on December 29, 2022 to have automatic enrollment and deferral features starting on January 1, 2025. Specifically, plans must enroll participants at contribution levels of between 3% and 10% of salary and escalate by 1 percentage point a ...
2020 Top 100 Retirement Plan Advisers | PLANADVISER
网页The 2020 PLANADVISER’s Top 100 Retirement Plan Advisers listing is here! Each year, PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as ...
High Court Agrees to Review Northwestern University ERISA Suit
网页2021年7月2日 · Last month, U.S. attorneys asked the Supreme Court to grant a petition for a writ of certiorari requested by participants of two Northwestern University 403(b) retirement plans. A writ of certiorari is a request that the Supreme Court order a lower court to send up the record of the case for review. The attorneys said the plaintiffs state at least two plausible claims for breach of ERISA’s ...
Managed Accounts, By the Numbers - PLANADVISER
网页2024年2月1日 · Cerulli Associates, which tracks the account assets managed by the top nine DC providers, shows a market of $434.57 billion, as of the second quarter of 2023. As a comparison, the top 10 target-date funds in DC plans accounted for $1.74 trillion in assets at the end of 2023, according to Simfund, which, like PLANADVISER, is owned by ISS STOXX.
GKN Latest to Face Scrutiny Over GoalMaker Service
网页2021年10月22日 · Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news. . “The defendants breached their fiduciary duties under ERISA by approving, maintaining and recommending the GoalMaker asset allocation service furnished by Prudential Insurance Co.,” the new complaint states.
FSI Expands Health Care for Member Advisers and Staff
网页2020年1月30日 · FSI says it will work with insurance carriers to expand its health care program to other states, as well as to update the states currently with a five-life requirement to two lives. Brown says groups of two to four FSI advisers may also find significant savings versus the open market through an additional FSI offering that is available in 44 ...
2022 PLANADVISER Retirement Plan Adviser of the Year
网页Following the judging process, we will recognize the PLANADVISER Retirement Plan Adviser of the Year Award winners this coming May at an entirely new PLANADVISER Industry Leaders Awards dinner in New York City. Thanks to all the advisers and industry professionals who have participated in this new approach to …
Explaining True-Up Matches - PLANADVISER
网页2017年10月20日 · However, the number of plan sponsors offering true-up matches may increase in the upcoming years ahead, as a recent defined contribution benchmarking survey from Deloitte found 54% of plan sponsors offered a true-up match in their plan design —nearly a 10% jump from 45% in 2015. For workforces and …
2022 PLANADVISER Top Retirement Plan Advisers
网页The 2022 PLANADVISER Top Retirement Plan Advisers listing is here! PLANADVISER is pleased to reveal the revamped PLANADVISER Top Retirement Plan Advisers listing, the next iteration of our longstanding Top 100 program. For many years, this designation had been awarded to the top 100 retirement plan advisers and teams based on quantitative ...
跳至内容