Featured Jobs
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Strongpoint Partners
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Mergers & Acquisition Specialist Compass
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BPAS
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Retirement Plan Administration Consultant Blue Ridge Associates
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BPAS
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Retirement Plan Consultants
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Compass
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Anchor 3(16) Fiduciary Solutions
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Managing Director - Operations, Benefits Daybright Financial
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July Business Services
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Combo Retirement Plan Administrator Strongpoint Partners
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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Regional Vice President, Sales MAP Retirement USA LLC
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Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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4 Matching News Items |
| 1. |
Carol Buckmann via RPA Convergence
Nov. 15, 2021
"[Recent changes that encourage annuity options include:] [1] New fiduciary safe harbor for annuity purchases ... [2] Annuity contract portability ... [3] Annuities with deferred start dates ... [4] Changes in the marketplace ... Lifetime annuity projections ... are likely to result in participant questions about whether their plans can provide annuities." [Editor's note: This article appeared in yesterday's newsletter with incorrect author information. We regret the error!]
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| 2. |
Carol Buckmann via RPA Convergence
Sept. 30, 2021
"Without waiting for the DOL to act, plan fiduciaries can implement the GAO recommendations and insist that their participants get disclosures that clearly provide the essential information they need to make investment decisions. Plans can include their own language to customize their disclosures."
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| 3. |
Carol Buckmann via RPA Convergence
Aug. 2, 2021
"Although the [DOL] has not come out with any guidance regarding cryptocurrencies, plan investment options must be appropriate for all participants, including less sophisticated ones. The DOL could determine that participants shouldn't be given an opportunity to gamble their retirement money and that cryptocurrencies shouldn't be a separate asset class on a plan's investment menu."
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| 4. |
Carol Buckmann via RPA Convergence
July 11, 2021
"Schedule meetings with the final candidates ... to get a sense of how hands-on they will be in providing advice.... Ask for references of current clients and ... at least one former client.... Ask to meet everyone who will be on the plan's team, not just the most senior person.... Everyone who will be working with the candidate should have an opportunity to participate in the final decision."
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Syntax Enhancements for Standard Searches
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