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Municipal bankruptcies like Detroit’s bring into sharp relief the effect such financial strains can have on pensions, as well as the effect of what local and state governments do. But there is good news — most states have taken steps to protect public-sector pensions. In fact, according to...
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Target date funds reflect that flexibility and engagement have become firmly entrenched aspects of retirement plan management for both participants and plan sponsors. In a NAPA webinar, “Target Date Trends and Evaluation,” T. Rowe Price’s Jerome A. Clark discussed how TDFs reflect greater...
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Is your pension plan fully funded? The answer is relevant to more than individual participants’ accounts, as Bob Collie posits in the Fiduciary Matters Blog. A plan’s funding level also affects how a plan’s assets are allocated and invested, as well as pension de-risking. Pension plans that are not...
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Saying that she is troubled by 401(k) providers that are circumventing the 408(b)(2) fee disclosure rule’s demands, EBSA’s Phyllis Borzi warned providers March 11 that they need to do a better job at following the rule’s requirements to provide information that is easy to understand. In a telephone...
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Speaker: Stephen W., Forbes, J.D., LL.M., SunGard Click HERE to view the webcast outline! Or click HERE to view to a Safe Harbor cheat sheet from Stephen Forbes.Whether testing or designing a cross-tested plan, safe...
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Speaker: Mark K. Dunbar, MSPA, MAAA, President, Dunbar, Bender & Zapf, Inc. The webcast will analyze the requirements and options when utilizing cross-testing, including numerous case studies.Attendee Takeaways:Case Studies will be...
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Available through April 24, 2015 Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc. Most employee benefit plans require an annual Form 5500 filing. This program will offer you the opportunity to ask questions as well as...
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Thursday, April 24, 20142:00 - 3:40 p.m. ETSpeaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc. Most employee benefit plans require an annual Form 5500 filing. This program will offer you the opportunity to ask questions as well as:• ...
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Speaker: Robert M. Richter, J.D., LL.M. The use of automatic contributions arrangements (sometimes called automatic enrollment) is increasing. This webcast will focus on the rules applicable to EACAs, QACAs and ACAs. In addition, examples...
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Susan D. Diehl, CPC, QKA, ERPA, President PenServ Plan Services, Inc. The Small Business Jobs Protection Act first allowed 401(k) and other deferral plan participants the opportunity to convert funds from pre-tax to Roth 401(k) accounts by an in-plan transfer of benefits that were then...
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Speaker: Charles D. Lockwood, ASC Institute, LLC, Principal In this session, we will discuss the various coverage tests, including the ratio percentage and average benefits tests. In addition, we will address methods for improving coverage...
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NTSA WebcastSpeakers: Ellie A. Lowder, TGPC, TSA Consulting and Training & Michael A. Webb, TGPC, AIF, CEBS, Vice President, Retirement, Cammack Retirement**Complimentary recorded webcast for NTSA members open for registration 3/13/14**A discussion of how important it is for advisors and plan...
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Speaker: Sheldon H. Smith, Esq., APM, Bryan Cave LLP Understanding ethical requirements and applicable codes of conduct is critical to performing professional services with high standards of professionalism and client service. It is also...
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Speaker: Lawrence C. Starr, CPC, QPFC, President, Qualified Plan Consultants, Inc. The rules governing partnership taxation are complex and, in connection with retirement plans, a number of issues arise such as how deductions are allocated...
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Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Ferenczy + Paul LLP A discussion regarding the ins and outs and pros and cons of a TPA taking on 3(16) responsibilities.Attendee Takeaways:• How to give 3(16) administrators substance without...
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Speaker: Gregory W. Kasten, CPC, MD, MBA, CFP, AIFA, founder & CEO, Unified Trust Company, NA Plan sponsors are often presented with a menu of fiduciary options available to them by potential advisors (e.g., 403(a) discretionary trustee...
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