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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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Pentegra
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BPAS
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Anchor 3(16) Fiduciary Solutions
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Retirement Plan Consultants
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Retirement Relationship Manager MAP Retirement
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BPAS
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MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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July Business Services
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Southern Pension Services
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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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323 Matching News Items |
| 1. |
Fidelity Workplace Services
June 9, 2003
24-page Fidelity report describes the benefits of combining the administration of an employer's defined contribution and defined benefit plans under a single provider. Excerpt: [I]t helps contain costs and improve efficiencies ... [I]t integrates the retirement education, planning, and transition processes around retirement ... [I]t supports a more comprehensive plan management approach by providing a single point of contact for plan administration and a single source of plan and participant data.
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| 2. |
Retirement Management Services
Oct. 8, 2025
"Catch-up contributions will be made with after-tax dollars, which will not lower [employee] taxable income in the year they are made. However, the money will grow tax-free, and qualified withdrawals in retirement will also be tax-free.... Employers must now offer a Roth contribution option in their plans. If a plan does not have a Roth option, HPIs will be unable to make catch-up contributions."
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| 3. |
Retirement Management Services
Mar. 31, 2025
"This worksheet helps you determine what percent of pay to save for retirement.... Results depend on many factors, including the assumptions you provide."
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| 4. |
planadviser; registration may be required
Feb. 25, 2024
"According to surveying done by T. Rowe Price, 100% of large retirement plan advisories are now providing wealth management strategies to plan participants.... [T]hat trend is likely to continue in coming years ... Offering both plan advisory and wealth management services makes sense from several perspectives, including higher profit margins than plan advisory work ... But it is also a growth path for plan advisers[.]"
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| 5. |
Retirement Management Services
Apr. 24, 2025
"[P]lan sponsors continue to incur administration costs when participants are separated from employment and their retirement savings. The assets are considered plan assets until the check is cashed or otherwise resolved....[U]ncashed check funds accumulate no interest or earnings, and if mishandled, can represent a potential liability to plan sponsors.... Plan administrators can take steps to minimize the incidence of uncashed distribution checks, as well as, resolve the situations that inevitably occur."
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| 6. |
Retirement Management Services
Jan. 29, 2025
This chart compares the 4 common types of plan designs often utilized by small employers.
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| 7. |
Retirement Management Services
May 17, 2022
"As you add alternative investments to a portfolio or platform, the amount of due diligence increases exponentially. As a Plan Sponsor you must thoroughly check the asset manager's background, operations, valuation and reporting policy, and compliance policy. Review for the different types of alternative assets is unique and more involved than traditional or passive investments, bringing with it more risk, more documents and more agreements to monitor."
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| 8. |
Retirement Management Services
Dec. 17, 2020
"The administrative policy and procedures should be an objective set of rules by which the plan is administered and decisions are made. They also help establish the legitimacy of management action by ensuring the application of retirement committee rules and ensure that decisions are made in an objective, fair, and consistent manner. Finally, they help ensure that the people making these decisions are held accountable for decisions that may deviate from the procedures and the best interest of the participants."
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| 9. |
Retirement Management Services
Mar. 22, 2024
"This worksheet helps you determine what percent of pay to save for retirement. These calculators are provided only as general self-help tools. Results depend on many factors, including the assumptions you provide."
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| 10. |
Retirement Management Services
July 5, 2023
"Here is an example showing the results of comparing seven plans for a small business.... The results show the differences that can be obtained from various plan designs. The best design for any given situation will vary depending on employee ages and salaries, as well as company objectives."
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