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Category Archives: Retirement News
How Leap Year and Retirement Plans are Alike
Leap Year – a predictable process that mandates regular adjustments. Sound familiar? Leap years occur because the mathematics of our calendar don’t result in whole numbers. Our years are measured by how long it takes for the earth to rotate … Read full article »
Tagged Pension Consultants, Retirement Plan
Regulations bring transparency – and that’s a good thing in the retirement industry
To be opaque is to be in opposition to free enterprise. Why is it then that transparency is so often abandoned by the marketplace? Consumers of all sorts need transparency to make good decisions; however, even with perfect transparency, not … Read full article »
Tagged 404(a), 408(b)(2), Pension Consultants, retirement
Our Retirement Plan Commitment in 2012 is to All Stakeholders
Merry Christmas! Another year is about to close and it is a good time to remind ourselves of what is truly important in life, reflect on the past and begin making our plans for the new year. Those of us … Read full article »
Tagged Pension Consultants, retirement
How you invest your retirement plan money is a hot button issue…as it should be
On October 25, 2011, the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) issued final regulations that further clarify the rules or exemptions of how fiduciary advisers provide investment advice to plan participants. Regulations. Changes in regulations. Exemptions. What’s … Read full article »
Tagged DOL, EBSA, Pension Consultants, Pension Protection Act
An ERISA Foundation Q&A Part 2
After our recent Educational Series webinar on An ERISA Foundation: Laying the Groundwork for Successful Fiduciary Oversight, Chase Tweel, J.D., LL.M., a Pension Consultants ERISA Analyst responded to the questions the audience asked. There were so many great questions that … Read full article »
Tagged ERISA, fiduciary, Pension Consultants, webinar
An ERISA Foundation Q&A Part 1
After our recent Educational Series webinar on An ERISA Foundation: Laying the Groundwork for Successful Fiduciary Oversight, Chase Tweel, J.D., LL.M., a Pension Consultants ERISA Analyst responded to the questions the audience asked. There were so many great questions that … Read full article »
Tagged ERISA, fiduciary, Pension Consultants, webinar
IRS Releases New Retirement Plan Limitations for 2012 Plan Year
On October 20, 2011, the Internal Revenue Service announced the 2012 Cost-of-Living Adjustments (COLA)* to the retirement plan limits. Below is a chart outlining the new COLA limits that become effective January 1, 2012, along with the two prior tax years. … Read full article »
Q3 2011 Economic Summary: Deliberate, but Slow Growth of the Economy
Q3 2011 Economic Roundtable Summary The third quarter of 2011 continued to bring a great deal of disappointing news to all economics agents: consumers, businessmen, and policymakers alike. The slowing recovery and volatility continue to generate a great deal of … Read full article »
Tagged investment
Dramatic Changes in the Retirement System Looming?
Monumental changes may be coming to the private retirement system in the United States. Think it can’t happen? A quick review of retirement history shows that our current system is pretty unusual. Retirement is a recent phenomenon in human history. … Read full article »
ERISA Update: Department of Labor Issues Interim Policy on Electronic Disclosure Under the New Participant Fee Disclosure Rules
Background On October 14, 2010, the Department of Labor (the “Department”) issued a final regulation under section 404(a) requiring plan administrators to provide participants and beneficiaries in participant-directed individual account plans specific information regarding certain plan features, plan investments, and … Read full article »
