The SECURE Act, passed in December of 2019, got lost in the shuffle of the 2020 coronavirus pandemic. Make sure you’re up-to-date on the provisions affecting plan sponsors and participants alike.
Tag: Misc
The Power of Financial Advice
The impact of financial advice and how employees and organizations as a whole benefit from sales-free advice relationships.
Rise above emotions; stick to a steady savings strategy
Before you take any significant and potentially irreversible actions regarding your retirement savings, you should pause and ask some important questions.
The CARES Act
The CARES Act contains numerous provisions, some of which specifically impact the administration of corporate retirement plans. Here we discuss what retirement plan committees need to know regarding this legislation.
What the SECURE Act means for retirement plan participants
While the SECURE Act means changes for plan sponsors, the law also impacts the planning strategies of retirement plan participants. We review seven of these rule changes and what opportunities they may bring.
Plan Sponsor Best Practices for Managed Accounts
To help with this decision, plan sponsors may consider offering managed accounts. When does this offering make sense?
Under Review: How to Evaluate a Recordkeeping Relationship
The role of a recordkeeper to a retirement plan benefit, trends in recordkeeping across the industry, and key elements for plan sponsors to focus on.
Don’t let your lack of funds stop you from seeking help from a financial adviser
Why are so many people who need help with their finances not getting it?
Due Diligence Process for Managed Accounts
From fees to data privacy, learn what you need to know about the managed accounts due diligence process.
The Basics of Managed Accounts
Understand the benefits and drawbacks of offerings such as managed accounts.
