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WEBPLANADVISER 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 …
Understanding 3(16) Administrative Services | PLANADVISER
WEBJan 28, 2014 · There are three forms 3 (16) administrative services take in the marketplace today: 1. Supplemental, non-fiduciary (“ministerial”) support services such as document mailing and “hands free” processing of loans and distributions; 2. Limited scope acceptance of some of the functions of the plan administrator but not all; and.
News Archives | PLANADVISER
WEB6 days ago · HSAs: Holistic Education and Targeted Outreach. Advisers and plan sponsors should embrace holistic financial wellness and targeted outreach when engaging participants about health savings plans.
Retirement Advisers Increasingly Want PEP Option in Toolbox
WEBDec 20, 2022 · Smith of Space Coast, Florida-based PEP-Hub says much of the hesitancy for retirement advisers to start pushing PEPs has been first-mover status. He equates it to the “ Mikey Likes It ” Life cereal commercials made popular in the 1970s and 1980s. “People are watching to see if someone else gets involved in the market,” Smith says.
PLANADVISER 360 | PLANADVISER
WEBRegister. PLANADVISER 360 focuses on the complete adviser experience, from team building and growth to practice management and efforts beyond an adviser’s practice—reaching the broader advisory industry and advisers’ communities. We hope you can join us for this new and exciting event.
SECURE Act Update: Revisions to Model Rollover Notices
WEBFeb 7, 2020 · Under the laws governing tax-qualified retirement plans, the 402 (f) notice is required to be given to participants to help them understand their rollover options. Passed late last year, the SECURE Act made a number of changes to federal tax laws that affect the information on the 402 (f) notice. “We were strong supporters of the SECURE Act ...
Retirement Clearinghouse Issues Alert of IRA Data Breach
WEBMay 23, 2023 · Retirement Clearinghouse LLC, an industry leader in driving forward the automatic portability of retirement plans, has alerted more than 10,500 individuals that their personal data, including individual retirement account numbers, may have been compromised. The organization alerted individuals with …
ProCourse Fiduciary Advisors Acquired by MJ Insurance
WEBAug 3, 2021 · In basic terms, MJ Insurance has acquired ProCourse, which was recognized as the PLANSPONSOR Retirement Plan Adviser Team of the Year in 2010, when it was still called the Prince Group. According to the firms, the acquisition will enable the delivery of a more holistic approach to financial wellness that is fully integrated with retirement plan ...
Adviser Managed Accounts. A Good Fit? | PLANADVISER
WEBJan 16, 2020 · He says adviser managed account services offer a number of advantages for advisers, the most important of which is to offer advice to hundreds of participants. “CAPTRUST, for instance, focuses primarily on wealth management and defined contribution plans, and to date, its advisers have been very good at …
Revenue Sharing Considerations: Fees and Fiduciary
WEBApr 4, 2022 · A revenue-sharing fund may cost 60 basis points but offset 20 points of the expenses, versus another fund that costs 50 basis points with no revenue sharing, she explains. “In the first example the plan is better off than the second because the net expenses, they would be 40 basis points, whereas the non-revenue sharing one would be …
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