2024年11月20日 · Q: I am a registered investment adviser who provides advisory services to 401 (k) plan committees. Some of my client plans include auto-enrollment features, and I am aware that a few of them have had administrative problems with implementing the automatic-enrollment feature by missing enrollment for some eligible employees. I want to educate my client about addressing these issues. Is there a ...

PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability to reach this influential audience.

2023年12月15日 · The Securities and Exchange Commission on Friday released a report on its accredited investor definition, noting concerns that expertise was not being emphasized enough in the definition and that retirement assets should be excluded from the wealth threshold. An accredited investor is someone eligible to invest in private offerings on their own behalf. There are multiple ways to qualify ...

The finalists of the 2023 PLANADVISER Retirement Plan Adviser of the Year awards have been revealed! Read all about the finalists here.

2023年12月28日 · Updated with Corection The Internal Revenue Service issued an 81-page question-and-answer notice related to several provisions of the SECURE 2.0 Act of 2022, that became law almost exactly a year ago. The document is titled “Miscellaneous Changes Under the SECURE 2.0 Act of 2022.” The notice provides clarity on automatic features, tax credits, de minimis incentives, Roth matching ...

Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. Advisers are highlighted if they have what was designated as a special focus in any particular plan type, if they are women and if they are younger than 40.

2009年7月29日 · According to the announcement, the Plan Management Dashboard benchmarks a plan’s BrightScope Rating and all six component Ratings against a group of similar companies, enables viewing and verification of the underlying data and calculations, and provides for direct plan to plan comparisons. The firm says that the Plan Management Dashboard uses “real data, from real plans – not survey ...

2025年1月2日 · Dempsey et al. v. Verizon Communications Inc. et al. claims that Verizon and SSGA chose the “cheapest available” annuities, as opposed to the “safest available,” which is the standard set by the Department of Labor’s Interpretive Bulletin 95-1. The plaintiffs are being represented by Edward Stone Law P.C., which also has filed other PRT-related lawsuits, including one against SSGA ...

2018年5月31日 · Two new IRS publications lay out important rules and clarifications for when and how to prorate compensation and benefit limits for short plan years.

2024年11月5日 · Maximum Benefit/Contribution Limits for 2020 through 2025, with a downloadable PDF of limits from 2015 to 2025.