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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 …
Morgan Stanley Partnership Expands Access to Employee Stock …
WEBJul 6, 2022 · Morgan Stanley at Work has integrated financial technology for expanded access to employee stock purchase plans. Specifically, Morgan Stanley has partnered with Carver Edison to incorporate the fintech’s application programming interface—software enabling applications to exchange data and functionality easily and securely—for plan sponsor clients and retirement plan participants.
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
WEBJan 19, 2023 · For small businesses sponsoring a new defined contribution plan, SECURE 2.0 makes available a tax credit for employer matching contributions. The credit covers 100% of employer matches for the first two years after plan creation, 75% in Year 3, 50% in Year 4, and 25% in Year 5, before falling to zero in Year 6.
PAi Enhances Small Market 401 (k) Plan Solution - PLANADVISER
WEBJun 15, 2020 · PLANADVISER Staff. ShareBuilder 401k, a provider of low-cost digital retirement plans, is aiming to help more businesses and their employees save for the future in a 401 (k) by offering free setup on all new plans. From now until July 3, companies with employees can save $495 to $995 in setup costs by starting a 401 (k) plan.
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.
DiMeo Schneider to Rebrand as Fiducient Advisors - PLANADVISER
WEBMar 29, 2021 · About one year after combining with Fiduciary Investment Advisors (FIA), DiMeo Schneider & Associates has announced a new name: Fiducient Advisors. The leadership and ownership structure of the firm, which advises on more than $225 billion in client assets across endowments and foundations, retirement plans, …
Collective Investment Trusts Versus Mutual Funds - PLANADVISER
WEBFeb 8, 2017 · Collective investment trust (CIT) products can cost 10 to 30 basis points less than mutual funds with similar features, according to a DST white paper, “Collective Investment Trusts—A Perfect Storm.”. And even a half-a-point or two-point cost reduction can be reason enough for a plan sponsor to switch from a …
DOL Updates Guidance on Audit Independence Rules
WEBSep 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 about audit independence that apply to retirement plans governed by the Employee Retirement Income Security Act. Want the latest retirement plan adviser news and insights?
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 ...
Mississippi Is Latest State to Embrace NAIC Annuity Sales Rules
WEBNov 23, 2021 · Fast-forward to this month, and Mississippi has just become the 18th state to adopt the enhanced protections for annuity consumers, which closely align with the Securities and Exchange Commission (SEC)’s Regulation Best Interest (Reg BI). With the move, Mississippi joins a growing list of states that have done the …