Financial advisors working on 401(k) advisors have happy clients, according to a new Fidelity survey. Fidelity’s annual Plan Sponsor Attitudes Study, now in its 15th year, surveyed over 1,100 employers offering retirement plans. The survey found that not...
There is this scene in the comedy, Top Secret! where Nick Rivers (played by Val Kilmer) is having a nightmare that he’s back in school and has no idea where the college final is. He wakes up and realizes he’s being tortured and his happier with being tort...
I’m all for states requiring employers to offer a retirement plan or join the state-end...
There are plenty of cases out there, arguing that plan sponsors that use forfeitures to r...
The Internal Revenue Service issued interim guidance on employer matching contributions m...
Third Party Administrator Prime Pensions Inc. has purchased third-party administrator Val...
Lincoln Financial Group announced the addition to its in-plan guaranteed income investmen...
When I write about the need for plan sponsors to understand their responsibilities as pla...
While I know my discussions about payroll provider third-party administration firms (TPAs...
As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that revi...
