Service Providers


 

 

 

Service Providers

Service Providers

By Nevin Adams3/25/2016 • 0 Comments

A growing number of retirement plan participants — and retirement plan assets — are being invested in the default option selected for the plan. Whatever the origins of your plan’s default option, here are four things you should know: READ MORE

By ASPPA Net Staff3/22/2016 • 0 Comments

Despite taking a beating during a tumultuous period in the markets, America’s retirement confidence proved to be resilient, if not its level of preparation. READ MORE

By Nevin Adams 3/21/2016 • 0 Comments

A recent ruling reminds us of the importance of ensuring that plan beneficiary designations are up to date — and that plans should have a documented procedure for how such changes are to take place. READ MORE

By Nevin Adams 3/18/2016 • 0 Comments

With increasing regularity, the financial services industry pumps out surveys that purport to capture America’s sense of confidence regarding its readiness for retirement, at least on a financial footing. Following is a roadmap for boosting retirement confidence. READ MORE

By ASPPA Net Staff3/18/2016 • 0 Comments

Retirement providers spend approximately one-third of their total costs on participant communication-related activities — and in recent months, a third of a shrinking budget due to significant fee compression across the industry, according to a new report. READ MORE

By Nevin Adams3/18/2016 • 0 Comments

For all the good press and positive results that automatic enrollment gets, one might well expect that every plan would embrace it. So, why don’t all plans use automatic enrollment — and what can you do about it? READ MORE

By ASPPA Net Staff3/17/2016 • 0 Comments

Despite a lack of radical developments, there were some new trends among the 20 largest corporate defined benefit plan sponsors in 2015, says asset management firm Russell Investments. READ MORE

By ASPPA Net Staff3/11/2016 • 0 Comments

A new report asserts that today’s consumers do not want “communication,” they want personal guidance. READ MORE

By ASPPA Net Staff3/11/2016 • 0 Comments

When are sequence-of-returns risk and retirement date of concern? Are they issues only after retirement begins and then progresses? Michael Kitces in a recent Nerd’s Eye View blog post addresses these matters. READ MORE

By Nevin Adams3/11/2016 • 0 Comments

Here are some considerations to keep in mind before you undertake a formal request for proposal (RFP). READ MORE

By ASPPA Net Staff3/4/2016 • 0 Comments

The IRS on March 3 issued an alert concerning a phishing email scheme that requests personal information concerning employees. READ MORE

By ASPPA Net Staff3/3/2016 • 0 Comments

A recent analysis cautions that, due to the prolific nature of cyberattacks, it may be difficult to argue that a prudent person would not consider and react to cyber risks. READ MORE

By ASPPA Net Staff3/3/2016 • 0 Comments

A recent paper suggests that it is best if the plan document reflects not only the letter of the law but also the operations by which those rules are met and applied. READ MORE

By ASPPA Net Staff3/3/2016 • 0 Comments

The Department of Labor is planning to study how retirement planning strategies and decisions evolve — and it would like to know what you think about the effort. READ MORE

By ASPPA Net Staff3/2/2016 • 0 Comments

Does a participant who made an early retirement decision based on a plan administrator’s errant benefit projection have a cause of action? Well, as a recent decision details, it can depend on what they claim — and when. READ MORE

By ASPPA Net Staff3/1/2016 • 0 Comments

A recent paper argues that among the most important choices a DB plan investment committee will make is choosing how the plan assets will be invested, and how those assets will be allocated in those investments. READ MORE

By ASPPA Net Staff2/26/2016 • 0 Comments

Many factors have mitigated the ability of employees to retire secure in the knowledge that they have sufficient financial resources in store. A recent report offers ideas on how a plan and an employer can help employees better prepare to finance their retirement. READ MORE

By ASPPA Net Staff2/26/2016 • 0 Comments

In an era when defined contribution plans are increasingly the employer-provided retirement plan norm, it may seem counterintuitive to offer a defined benefit plan; nonetheless, says recent research, that is exactly what many employers are doing. READ MORE

By ASPPA Net Staff2/23/2016 • 0 Comments

There has been a massive shift in the types of retirement plans offered by the Fortune 500 since 1998 — unless you’re talking about hybrid plans. READ MORE

By ASPPA Net Staff2/19/2016 • 0 Comments

Healthy individuals may want to consider saving more for their retirement, suggests a new study that sheds fresh light on the connection between health and expenses during retirement. READ MORE

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