PLANADVISER - The trusted information and solutions resource for ...
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 …
Awards | PLANADVISER
WEBJul 5, 2024 · 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 www.issgovernance.com
The New Vesting Schedule Debate | PLANADVISER
WEBAug 8, 2022 · Vanguard’s recent “How America Saves” report found that in 2021, nearly half of plans immediately vested participants in employer matching contributions, while 25% of plans with employer matching contributions used a 5- or 6-year graded vesting schedule. The report covers 4.7 million participant retirement accounts from the more than ...
Micro Plan Survey Archives | PLANADVISER
WEBMicro Plan Survey. A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly review of fund performance and plan investment selection guidance. 2020. 2019.
Vestwell Acquires Student Loan Benefits Firm Gradifi From Morgan ...
WEBJul 28, 2023 · The acquisition will add new student loan-related offerings to Vestwell’s platform, including programs to help employees manage and pay down student debt, contribute to education savings accounts and refinance student loans, according to the New York-based firm. Morgan Stanley inherited Gradifi when it acquired E*Trade Financial in …
2020 Top 100 Retirement Plan Advisers | PLANADVISER
WEBThe 2020 PLANADVISER’s Top 100 Retirement Plan Advisers listing is here! Each year, PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as ...
SunGard Launches Financial Planning Tools for Advisers’ Clients
WEBJan 19, 2010 · SunGard has launched MyWealthSeries, a set of online financial planning tools for advisers to offer their clients and prospects from their own Web sites. Reported by. Ellie Behling. The tools use financial planning concepts and calculators from SunGard’s WealthStation wealth management platform. SunGard said the tools give advisers a cost ...
2022 PLANADVISER Top Retirement Plan Advisers
WEBThe 2022 PLANADVISER Top Retirement Plan Advisers listing is here! PLANADVISER is pleased to reveal the revamped PLANADVISER Top Retirement Plan Advisers listing, the next iteration of our longstanding Top 100 program.For many years, this designation had been awarded to the top 100 retirement plan advisers and teams based on quantitative ...
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 ...
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.