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WEBPLANADVISER 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 …
PAi Enhances Small Market 401(k) Plan Solution
WEBJun 15, 2020 · PLANADVISER Staff. ShareBuilder 401k, a provider of low-cost digital retirement plans, is aiming to help more businesses and their employees save for the future in a 401 (k) by offering free setup on all new plans. From now until July 3, companies with employees can save $495 to $995 in setup costs by starting a 401 (k) plan.
DOL Updates Guidance on Audit Independence Rules
WEBSep 2, 2022 · The U.S. Department of Labor has issued new guidance for retirement plan fiduciaries, technically referred to as Interpretive Bulletin 2022-01, that addresses the rules about audit independence that apply to retirement plans governed by the Employee Retirement Income Security Act. Want the latest retirement plan adviser news and insights?
2022 PLANADVISER Retirement Plan Adviser of the Year
WEBFollowing 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 …
Explaining True-Up Matches - PLANADVISER
WEBOct 20, 2017 · 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 plans not offering a true-up contribution ...
2022 PLANADVISER Top Retirement Plan Advisers
WEBThe 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 ...
SECURE Act Update: Revisions to Model Rollover Notices
WEBFeb 7, 2020 · Under the laws governing tax-qualified retirement plans, the 402 (f) notice is required to be given to participants to help them understand their rollover options. Passed late last year, the SECURE Act made a number of changes to federal tax laws that affect the information on the 402 (f) notice. “We were strong supporters of the SECURE Act ...
DiMeo Schneider to Rebrand as Fiducient Advisors - PLANADVISER
WEBMar 29, 2021 · About one year after combining with Fiduciary Investment Advisors (FIA), DiMeo Schneider & Associates has announced a new name: Fiducient Advisors. The leadership and ownership structure of the firm, which advises on more than $225 billion in client assets across endowments and foundations, retirement plans, …
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
WEBDec 28, 2023 · 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 …
The ABCs of Special Situations Funds - PLANADVISER
WEBSep 15, 2015 · Braitberg says special situations funds share several characteristics. First, there are alignments of interest that exist between the fund’s general partners and the investors. “First and foremost,” he says, “the special situations fund is primarily created for the general partners. They see a great investment opportunity for the ...
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