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 …
Ascensus to Acquire Vanguard’s Individual 401(k) Business
WEBApr 16, 2024 · Ascensus has signed a deal to acquire Vanguard’s Individual 401(k), Multiple Participant SEP and SIMPLE IRA Plans division. The acquisition is projected to finalize in the third quarter of 2024; the firms did not disclose terms. As part of the agreement, Ascensus will take on the responsibilities of recordkeeping and client servicing for Vanguard’s existing SIMPLE, Multi-SEP and individual ...
Schwab Retirement Plan Services Partners With Newport, …
WEBJul 26, 2023 · Alex Ortolani. Schwab Retirement Plan Services, a division of Charles Schwab Corp., announced Wednesday partnerships with retirement solution providers Newport, an Ascensus LLC company, and Conduent Inc. to expand Schwab’s nonqualified deferred compensation and defined benefit plan services.
Tips for Establishing and Maintaining Plan Documents
WEBJun 21, 2018 · The Employee Retirement Income Security Act (ERISA) Section 402 says every employee benefit plan has to be established and maintained by a written instrument, Bonnie Treichel, senior consultant at Multnomah Group, told attendees of an audiocast sponsored by law firm Drinker, Biddle & Reath. The …
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 ...
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
WEBDec 28, 2023 · Section 101 of SECURE 2.0 requires defined contribution plans that are created after the law was enacted on December 29, 2022 to have automatic enrollment and deferral features starting on January 1, 2025. Specifically, plans must enroll participants at contribution levels of between 3% and 10% of salary …
ExpertPlan, Ascensus in Merger Agreement - PLANADVISER
WEBNov 20, 2012 · Ascensus, in Dresher, Pennsylvania, is a retirement plan solutions provider. ExpertPlan is a provider of micro and small plan recordkeeping and administrative services for approximately 16,000 plans with a focus on providing Web-enabled technology services. Tags. Partnerships, Plan providers, Recordkeeping. Reported by.
Lawsuit Alleges TIAA, Morningstar, Pushed Participants Into …
WEBAug 7, 2024 · Retirement plan participants have filed a class action lawsuit against TIAA and Morningstar for allegedly breaching their fiduciary duty by using a jointly created retirement planning tool to steer participants into TIAA investment products. In a lawsuit filed Monday in U.S. District Court for the Southern District of New York, three plaintiffs ...
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 ...
JP Morgan Launches TDF With Guaranteed Income Annuity
WEBAug 15, 2024 · J.P. Morgan Asset Management announced on Thursday a retirement income investment leveraging a target-date fund with a guaranteed annuity payout in retirement. The firm’s SmartRetirement Lifetime Income TDF is designed to provide a stream of income payments in retirement through annuities from participating insurance companies, according to ...