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planadviser* ponderings | planadviser.blogspot.com Reviews
https://planadviser.blogspot.com
this blog is about topics of interest to plan advisers (or advisors) and the employer-sponsored benefit plans they support. *It doesn't have a thing to do (any more) with PLANADVISER magazine.
planadviser.blogspot.com
planadviser* ponderings: December 2014
http://planadviser.blogspot.com/2014_12_01_archive.html
This blog is about topics of interest to plan advisers (or advisors) and the employer-sponsored benefit plans they support. *It doesn't have a thing to do (any more) with PLANADVISER magazine. Tuesday, December 30, 2014. On retirement savings. If you're an employer, you may well have established new goals for your retirement plans this year—a new threshold for participation, perhaps—or maybe you’ve just rolled out a new fund menu for your participants. Resolve not to miss out on the company match. Odds a...
planadviser* ponderings: November 2014
http://planadviser.blogspot.com/2014_11_01_archive.html
This blog is about topics of interest to plan advisers (or advisors) and the employer-sponsored benefit plans they support. *It doesn't have a thing to do (any more) with PLANADVISER magazine. Tuesday, November 25, 2014. Thanks Giving - A Retirement Plan Professional's List. Thanksgiving has been called a “uniquely American” holiday, and one on which it seems fitting to reflect on all for which we should be thankful. Here’s my 2014. I’m thankful that those who regulate our industry continue to seek...
planadviser* ponderings: January 2015
http://planadviser.blogspot.com/2015_01_01_archive.html
This blog is about topics of interest to plan advisers (or advisors) and the employer-sponsored benefit plans they support. *It doesn't have a thing to do (any more) with PLANADVISER magazine. Friday, January 30, 2015. Stocks Swayed by the Super Bowl? Will your portfolio soar with the Seahawks, or get pummeled by the Patriots? It’s a “theory” that has been found to be correct nearly 80% of the time; for 38 of the 48 Super Bowls, in fact. 8220;work.”. Consider also that, despite victories by the (AFL lega...
planadviser* ponderings: October 2014
http://planadviser.blogspot.com/2014_10_01_archive.html
This blog is about topics of interest to plan advisers (or advisors) and the employer-sponsored benefit plans they support. *It doesn't have a thing to do (any more) with PLANADVISER magazine. Saturday, October 25, 2014. The IRS has now announced the new contribution and benefit limits for 2015. But since industry surveys suggest that “only” about 9%-12% currently contribute to those levels, does it matter? But why don’t more people max out on those contributions? Of laws and limits allowed. However, dra...
planadviser* ponderings: Are You Exploiting Naïve Myopic Workers With That Employer Match?
http://planadviser.blogspot.com/2015/08/are-you-exploiting-naive-myopic-workers.html
This blog is about topics of interest to plan advisers (or advisors) and the employer-sponsored benefit plans they support. *It doesn't have a thing to do (any more) with PLANADVISER magazine. Saturday, August 01, 2015. Are You Exploiting Naïve Myopic Workers With That Employer Match? Over the years, I’ve seen some convoluted ways to rationalize undermining the tax preferences of workplace retirement plans and substituting government tax credits — but a new one just may take the cake. They claim that som...
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planadviser* ponderings
This blog is about topics of interest to plan advisers (or advisors) and the employer-sponsored benefit plans they support. *It doesn't have a thing to do (any more) with PLANADVISER magazine. Saturday, April 07, 2018. College ‘Intuition’. The list of these so-called university 403(b) suits – the first were filed in August 2016 – now includes plans. 8211; both of which are currently proceeding to trial – and the University of Pennsylvania. They have more than one recordkeeper. While not every university ...
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News & Columns. Deals & People. Data & Research. News & Columns. Deals & People. Data & Research. March 26, 2018. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. The 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. April 13, 2018. Retirement Industry People Moves. April 13, 2018. LDI Solutions Support Surge in Custom Institutional Portfolios. April 13, 2018. INSIDE T...
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Coverage of current pension regulatory developments. Plan Advisory Services provides resources to plan sponsors to help them deal with the challenges presented by federal regulation of retirement plans. We cover legislation, regulation and litigation. We do not try to break news. Instead, we focus our discussion on what in the news is important for plan sponsors. In our latest Current outlook. To vacate the Department of Labor's Fiduciary Rule affect plan sponsors? In this article we begin with a brief s...
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