Service Providers


 

 

 

Service Providers

Service Providers

By ASPPA Net Staff4/13/2016 • 0 Comments

Everyone is well aware of the need for cybersecurity and protecting the privacy of data. But there is an additional concern for retirement plan fiduciaries — they are important to fulfilling fiduciary duty. READ MORE

By ASPPA Net Staff4/13/2016 • 0 Comments

Third-party administrators (TPAs) got some good news, and some much-need clarity, in the final fiduciary regulation. READ MORE

By ASPPA Net Staff4/12/2016 • 0 Comments

When life hands you lemons, make lemonade — and recent assessments suggest that the maxim may even apply for those who anticipate that the fiduciary rule the DOL released may create challenges.
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By Nevin Adams4/7/2016 • 0 Comments

A provision in the Department of Labor’s 2015 proposed fiduciary rule that would have had a significant impact on participant education has been modified in the final rule issued April 6. The revised provision aligns with recommendations made by the American Retirement Association. READ MORE

By ASPPA Net Staff4/5/2016 • 0 Comments

Leading benefits outsourcing provider CBIZ announced April 1 that it has acquired Philadelphia-based The Savitz Organization. READ MORE

By Nevin Adams 4/1/2016 • 0 Comments

A survey as sweeping and long-standing (26 years) as the Retirement Confidence Survey has plenty of insights to draw on — but, boiled down to its essence,here are the key points. READ MORE

By Nevin Adams4/1/2016 • 0 Comments

For all our industry’s long-standing concern about participant inertia, in times like these the inclination to “do nothing” is undoubtedly to the benefit of most participants. But some of them might be a little frustrated with the admonition. READ MORE

By ASPPA Net Staff3/28/2016 • 0 Comments

No fooling — some retirees and IRA holders must take required minimum distributions (RMDs) by April 1. READ MORE

By Shannon Edwards3/28/2016 • 0 Comments

The ASPPA Women Business Leadership Forum (WBLF), which will be held in New Orleans June 6 through June 9, will bring together some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry. READ MORE

By Nevin Adams3/25/2016 • 0 Comments

I can pretty well assure you that the resilience in confidence won’t be the focus of most of the coverage of the Retirement Confidence Survey, even though the results show it. READ MORE

By ASPPA Net Staff3/25/2016 • 0 Comments

A new report asserts that today’s consumers do not want “communication,” they want personal guidance. Here are 10 capabilities the report says are being used by leading providers across the industry to create strong participant experiences. READ MORE

By ASPPA Net Staff3/25/2016 • 0 Comments

Living longer is only part of the new old age — and understanding demographics and market opportunity will help fiduciaries better meet retirees' needs, notes Joe Coughlin, Ph.D., founder and Director of the Massachusetts Institute of Technology AgeLab. READ MORE

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

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