PLANADVISER - The trusted information and solutions resource for ...
PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, …
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
Dec 28, 2023 · 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 …
PAi Enhances Small Market 401(k) Plan Solution
Jun 15, 2020 · PAi, a 401(k) plan administrator and recordkeeper, has teamed with Principal Global Investors to launch an enhancement to its CoPilot service.. The new CoPilot 401(k) …
Court Clears ‘Actuarial Equivalence’ Lawsuit for Discovery
Aug 7, 2020 · The U.S. District Court for the District of Massachusetts has issued a new ruling in the complex case known as Belknap v.Partners Healthcare System. The new ruling sides with …
Understanding 3 (16) Administrative Services - PLANADVISER
Jan 28, 2014 · The newest is “3(16) Administrator,” and the situation today is much like ten years ago for 3(38) managers—many advisers and nearly all sponsors have never heard of “3(16),” …
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DOL Updates Guidance on Audit Independence Rules
Sep 2, 2022 · The U.S. Department of Labor has issued new guidance for retirement plan fiduciaries, technically referred to as Interpretive Bulletin 2022-01, that addresses the rules …
Stable Value Funds Amid High Interest Rates | PLANADVISER
May 8, 2024 · Even so, the value of a low-risk, insurance-backed investment option should still be a consideration for plan advisers and sponsors considering that stable value should start …
IRS Issues How-To Guidance for Prorating Short Plan Years
May 31, 2018 · According to an IRS Issue Snapshot, a plan may not base allocations for a plan year on compensation exceeding the dollar limit imposed under Internal Revenue Code (IRC) …
United Technologies Announces Pension Buyout, Lump-Sum …
Oct 7, 2016 · Apparently deciding that pension annuitization would be less costly than maintaining its plans, United Technologies Corp. announced two actions that are expected to reduce the …