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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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MAP Retirement
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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BPAS
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Consultants
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Southern Pension Services
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Retirement Relationship Manager MAP Retirement
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BPAS
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Anchor 3(16) Fiduciary Solutions
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ESOP Administration Consultant Blue Ridge Associates
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July Business Services
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Pentegra
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Search the News Archive
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53 Matching News Items |
| 1. |
Retirement Learning Center, LLC
May 30, 2022
"No longer do we have the old 'three-legged stool' of retirement income, which consisted of Social Security, private pensions and personal savings. A 2021 study by the Social Security Administration revealed that the average retiree's income comes from workplace retirement plans (primarily defined contribution plans) and IRAs (36%), followed by Social Security benefits (30%) and earnings from work (25%)."
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| 2. |
Retirement Learning Center, LLC
Dec. 23, 2020
"[California employers] with five or more employees must participate in CalSavers if they do not already have a workplace retirement plan. Employers that do sponsor their own retirement plan must register their exemption from the state mandate.... [Oregon businesses] that do not offer a qualified retirement plan and are currently issuing payroll are required to implement the OregonSaves program.... Oregonian employers that sponsor a qualified retirement plan don't have to participate in the program but must certify their exemption and renew it every three years."
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| 3. |
Retirement Learning Center, LLC
Oct. 2, 2019
"Former participants can take matters into their own hands and search for retirement benefits to which they believe they are entitled. [This article includes] a list of options for locating lost retirement plan assets. There may be other resources as well."
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| 4. |
Retirement Learning Center, LLC
Oct. 8, 2020
"As of October 6, 2020, 12 states have succeeded in enacting laws creating retirement savings programs for private-sector workers. One city -- Seattle, WA -- has also enacted an auto IRA program. [A chart provides] a high-level overview of the various plans."
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| 5. |
Retirement Learning Center, LLC
Mar. 14, 2021
"These figures illustrate the current retirement system's ability to help most workers create a reasonable ... retirement income. The system is not perfect but it is increasingly effective at delivering adequate retirement outcomes to most workers."
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| 6. |
Retirement Learning Center, LLC
May 8, 2024
"Determining whether a worker is an employee or independent contractor particularly for retirement plan coverage purposes can be tricky. The DOL has a new FLSA employee standard. There's also the IRS definition of employee for tax purposes and Supreme Court rulings. All three of these standards may impact whether a worker is an employee that should be covered under an employer-sponsored retirement plan."
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| 7. |
Retirement Learning Center, LLC
July 5, 2022
"The DOL delayed enforcement of PTE-2020-02's specific requirements for rollover advice until July 1, 2022. On and after that date, if the advice involves a rollover recommendation, then advisors must [1] Document the reasons that a rollover recommendation is in the best interest of the retirement investor; and [2] Disclose the justification for the rollover in writing to the retirement investor."
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| 8. |
Retirement Learning Center, LLC
Jan. 7, 2024
"[Q]ualified retirement plans are not required to have cash-out provisions at all.... Each plan has the option to set its own cash-out threshold within the prescribed limit (anywhere from $0 to $7,000 for 2024 and later years). The threshold must be written into the plan document."
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| 9. |
Retirement Learning Center, LLC
Apr. 5, 2023
"Pass-through businesses, including sole proprietorships, partnerships, limited liability companies and S-corporations have several special considerations with respect to setting up and contributing to retirement plans."
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| 10. |
Retirement Learning Center, LLC
Jan. 5, 2022
"Generally, MEPs and PEPs allow more than one employer to participate in a single retirement plan. In contrast, GoPs allow several employers each with their own defined contribution plan to file a single Form 5500 for the collection of plans, if they have the same trustee, named fiduciary, administrator, plan year and investment options."
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