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Plan fiduciaries and retirement plan committees would do well to consider the trends in the ways that retirement plan funds are invested and the behaviors and attitudes of plan participants, recommends a recent analysis.
In “Emerging Trends in 401(k) and 403(b) Fund Menus,” a post on Greenspring...
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It’s said that change is good – and, according to new research, that also applies to 401(k) investment menus.
A new report from Morningstar Research finds “evidence that fund replacements provide significantly higher risk-adjusted returns than the funds that were replaced,” going on to state that...
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If you’re like me, when I hear the word “networking,” I get a little nervous.
It brings up visions of women frantically sticking their business cards in my face and giving me their elevator pitches at some organized luncheon. I prefer the terms, “connecting and collaborating”, because that is what...
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In a major victory for the advocacy efforts of the American Retirement Association, the IRS has expanded its Employee Plans Compliance Resolution System (EPCRS) self-correction program (SCP).
The American Retirement Association (ARA) on April 4, 2018 had submitted a comment letter to the IRS to...
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Terms and words adapt and evolve, including “retirement.” But that shouldn’t be interpreted to mean that financial planning for retirement is also obsolete, argues a recent column.
In “Why You Don’t Want to Retire Retirement Planning,” a piece appearing in Forbes, researcher Bob Carlson writes...
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The times they are a-changin’. At an exciting — and, perhaps in some ways terrifying — pace. But in order to compete, one must embrace and employ the dazzling attributes and developments of our dizzying age.
Joey Coleman, Chief Experience Composer of the Design Symphony recently shared his...
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You may have missed it – but we just passed the anniversary of the 1912 sinking of the now iconic RMS Titanic, at the time the world’s largest ocean liner.
Its passengers included some of the wealthiest people in the world, as well as a large number of emigrants seeking a new life in North...
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Fiduciary duty, who is responsible for fulfilling it, and the rules that will — or won’t — guide and regulate it have been generating great attention for years. And for good reason.
In “A Cascading Behavioral Roadmap for Fulfilling Fiduciary Duties” a recent blog entry by Neal Shikes, Managing...
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The Advisory Council on Employee Welfare and Pension Benefit Plans has recommended that the Department of Labor (DOL) issue new guidance on ERISA bonding, as well as a summary of the requirements for securing a fidelity bond that complies with DOL guidance.
The recommendations are contained in “...
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Preparing and fling the Form 5500 Series is one of the more onerous tasks associated with administering retirement plans. But one should resist the impulse to just sign the thing and get it all over with, argues a recent blog entry.
In “The IRS Form 5500 – Look Before you Sign!” an entry in...
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