Service Providers
Even though COVID concerns are fading, new concerns over inflation and economic uncertainty are adding to increased financial stress among employees, who increasingly are looking to their employers for support and guidance, including with retirement planning.
In fact, today’s economic environment...
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The fiduciaries of a relatively small retirement plan have come to relatively smaller terms in an excessive fee suit.
First and foremost, the settlement proposed provides $330,000 in the form of a “Settlement Fund.”
This litigation was initially commenced on Sept. 3, 2020, alleging that the...
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Claiming that “granting Defendants’ Motion would invite a brave new world of agency lawlessness,” the ForUsAll plaintiffs that have sued the Labor Department based on the impact of the latter’s position on cryptocurrency investments in retirement plans, have moved to dismiss their motion to dismiss...
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After a year of solid gains, price declines and turbulence in bond and equity markets took a heavy toll on defined contribution investment-only (DCIO) assets in the first half of 2022, according to an annual study of the DCIO market.
Now in its 16th year, Sway Research’s “The State of DCIO...
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Fidelity Investments, Vanguard, and Alight Solutions announce that they have collaborated with Retirement Clearinghouse, LLC to create a consortium of workplace retirement plan recordkeepers to accelerate the nationwide adoption of auto portability.
Vanguard and Alight had each previously...
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The inaugural ERISA 403(b) conference heard further about the complications of ‘legacy’ investments, so common from the past in 403(b) plans.
In the Oct. 3 session “403(b) Legacy Investments: The Bad, The Expensive, and The Ugly,” an expert panel explored the operational challenges of legacy...
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Are 403(b)s still relevant? An expert panel at an Oct. 3 session of the ERISA 403(b) Advisor Conference held in Washington, DC discussed how they figure in the retirement universe and their future prospects.
Panelists included Sue Diehl, President of PenServ Plan Services, Inc.; Kim Cochrane,...
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Health savings account (HSA) assets have grown at a 31% annualized growth rate over the past 15 years, and while the industry has improved its offerings in that time, more can be done, according to a new report.
The rapid adoption of high deductible health plans (HDHPs) has helped grow the still...
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Legislation that could affect retirement plans is pending on Capitol Hill — but the midterm elections loom and the remaining weeks after that will be a “lame-duck” session. But that may not spell doom for those bills, suggested American Retirement Association CEO Brian Graff at the Oct. 3 opening...
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Now that the U.S. Senate has confirmed Lisa Gomez to serve as Assistant Secretary for the Department of Labor’s Employee Benefits Security Administration (EBSA), a lengthy to-do list awaits her attention.
Since the start of the current administration, Ali Khawar has been serving as Acting...
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NTSA, the National Tax-Deferred Savings Association, is proud to honor Susan Diehl, QPA, CPC, TGPC, ERPA, BCF™ with their NTSA 2023 Richard Ford Volunteer Service Award (FVSA). Diehl will be recognized at the NTSA 2023 Summit at the Grand Hyatt, Tampa, FL at their Awards Luncheon Feb. 27, 2023....
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Having completed my fourth Half Ironman a few weeks ago, I have been reflecting on what I have learned.
From the very start, I’ve been surprised how often endurance sports training is compared to more typical athletic activities. I enjoyed sports in high school and have enjoyed the three...
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It’s that time of year again…Back to School! We’re not talking about a silly comedy starring Rodney Dangerfield from 1986, we’re talking about all those educators and school personnel that keep the schools running heading back into the schools for their academic year grind.
With back to school /...
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Franklin Templeton announced Sept. 13 that it is moving its 403(b) business to PCS Retirement’s Aspire 403(b) platform. Aspire is a division of PCS Retirement and is the largest independent recordkeeper serving K-12 retirement plans in the United States.
To date, says Franklin Templeton, most 403(...
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New research by the Principal Financial Group finds that many workers lack awareness of what’s in their retirement accounts — but at the same time, many don’t feel comfortable making their own investment decisions and are looking for help.
According to the research, roughly a third of U.S....
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NTSA congratulates NTSA 2020 Elite Advisor Joseph Avallone for his outstanding, unique accomplishments. Avallone practices through NTSA Strategic Partner PlanMember in Winter Springs, FL.
Joseph Avallone began his career in the financial services industry in 1990. Twenty-nine years ago, Avallone...
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Tech Talk features some suggestions for steps an employer can take to encourage employees to build and enhance their financial wellness.
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Retaining and maintaining records is not a minor matter—ERISA and Department of Labor (DOL) regulations make that clear. In MarketBeat, John Iekel writes about a plan administrator who observes that regardless of their importance, policies concerning record retention and maintenance are not as...
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The 2023 NTSA Summit — Feb. 26-28, 2023, at the Grand Hyatt Tampa, in Tampa Bay, Florida — is the only industry event designed for 403(b) and 457(b) professionals.
But it gets better!
You can expect tailored general sessions and workshops based on advisor feedback we received from the agenda...
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NTSA congratulates NTSA 2020 Elite Advisor Sara McGrath, AIF ®, CRES, for her outstanding, unique accomplishments. McGrath practices through NTSA Strategic Partner Lincoln Investment, Worchester, MA.
For 15 years, McGrath has helped create financial plans, personalized ‘roadmaps’ that solve...
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