Service Providers


 

 

 

Service Providers

Service Providers

By Nevin Adams 8/18/2017 • 0 Comments

A new academic study offers some insights on taxpayer preferences for pre-tax versus Roth savings — at least in certain conditions. READ MORE

By ASPPA Net Staff8/18/2017 • 0 Comments

Recent studies stress the interest of younger generations in retirement saving and sustainable investing. READ MORE

By Ted Godbout8/18/2017 • 0 Comments

Financial stress and everyday money matters are hindering Americans’ retirement savings efforts and affecting the job performance of many employees, a new nationwide survey reveals. READ MORE

By ASPPA Net Staff8/17/2017 • 0 Comments

The funded status of U.S. corporate pension plans improved in July, according to assessments by three financial services firms.

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By ASPPA Net Staff8/16/2017 • 0 Comments

The IRS on Aug. 15 announced that it seeks ideas on a video presentation it is preparing on the pre-approved plans opinion letter program. READ MORE

By Nevin Adams 8/11/2017 • 0 Comments

A plaintiff seeking class action status in a proprietary fund suit against his former employer may have hit a snag. READ MORE

By ASPPA Net Staff8/10/2017 • 0 Comments

A survey of larger plan sponsors finds most concerned about the potential participant response to a mandated shift to Roth tax treatment in 401(k) plans. READ MORE

By Ted Godbout8/8/2017 • 0 Comments

The number of new cash balance plans adopted by employers increased by 17% — rising to 17,812 active plans — in 2015, according to new research by Kravitz, Inc. READ MORE

By ASPPA Net Staff8/7/2017 • 0 Comments

A recent paper offers some insights on how communications with plan participants can be improved based on current circumstances. READ MORE

By ASPPA Net Staff8/7/2017 • 0 Comments

Digital capability is central to increasing the size of retirement assets, a recent article argues, at least in part due to the increasing presence of Millennials in the workforce. READ MORE

By Ted Godbout8/6/2017 • 0 Comments

Adoption of simplified features in Bank of America Merrill Lynch’s proprietary DC plans, along with making education and other resources more accessible, has fueled steady growth in employee engagement and plan enrollment, the firm reported recently. READ MORE

By Nevin Adams 8/4/2017 • 0 Comments

In an excessive fee suit, a money manager must turn over reports about the performance, expense and profitability of the mutual funds in the company’s 401(k) plan. READ MORE

By ASPPA Net Staff7/28/2017 • 0 Comments

What comes to mind when you think of Socrates? Probably not defined benefit plans. And yet, a recent blog entry posits that there is indeed a connection. READ MORE

By ASPPA Net Staff7/28/2017 • 0 Comments

It’s hard work to build, maintain and administer a good retirement plan, but all that effort comes to naught in the absence of effective communications. READ MORE

By Ray Harmon, John Iekel7/27/2017 • 0 Comments

Nevada’s new law that imposes a fiduciary duty on broker-dealers, sales representatives and investment advisers is now in effect; it also authorizes rules on fiduciary duty. READ MORE

By ASPPA Net Staff7/27/2017 • 0 Comments

Platform consolidation has re-emerged as the top initiative for managed account providers, according to a new study by Cerulli Associates. READ MORE

By Nevin Adams7/27/2017 • 0 Comments

A new Morningstar analysis finds no relationship between fund manager changes and future returns — but there are impacts. READ MORE

By ASPPA Net Staff7/27/2017 • 0 Comments

A new study finds a higher rate of workplace retirement plan participation, and claims that a widely cited measure of participation understates reality by about 5 percentage points. READ MORE

By John Iekel7/21/2017 • 0 Comments

Fiduciary duties and functions have been discussed… just a little… over the last few years. But a recent blog entry suggests that cybersecurity should be added to them. READ MORE

By Nevin Adams 7/21/2017 • 0 Comments

Automatic enrollment has long been touted — and proven — to be effective in overcoming retirement savings inertia. But automatic enrollment plan design seems to be suffering from its own inertia. READ MORE

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