Who does it best? Which recordkeepers—and the services, support, products, and processes they provide—truly stand out? There are few in a better position to evaluate the multitude of offerings now available than advisors, who typically work with various firms across different market segments... READ MORE

IPX Retirement has announced the addition of two new industry partners that will be implementing the firm’s IPX Plan Governance Program (PGP), as well as its Master Recordkeeping solution. According to the Aug. 29 announcement, IPX Retirement is currently implementing its Master Recordkeeper and... READ MORE

Global retirement technology provider Smart has announced wider availability of its fiduciary services to advisory firms, recordkeepers and third-party administrators to provide pooled employer plans (PEPs) and single employer plans, according to an announcement by the firm. Because employers... READ MORE

An important part of SECURE 2.0 that should garner more attention is The Savings Access for Escaping and Rebuilding (SAFER) Act. It allows for a Section 72(t) withdrawal, without the 10% additional tax on early distributions, from qualified retirement plans for survivors of domestic abuse. It... READ MORE

That next wave of fiduciary litigation seems to be expanding, based on social media outreach by the law firm of Schlichter Bogard. The litigation’s basis is found in the provisions of the innocuously labeled Consolidated Appropriations Act of 2021 (CAA)—provisions said by some to be “the most... READ MORE

There’s an old practice getting some new attention these days—“reenrollment.” In this episode, Nevin and Fred take a look at the trend and its implications.     Let’s face it, just because circumstances weren’t right for joining the plan a year ago doesn’t mean they should be overlooked... READ MORE

The Plan Sponsor University (TPSU) announced that it has hired industry veteran Andy Kelleher to assist 401(k) and 403(b) plan sponsors conduct due diligence on their plan advisor or consultant, as part of the organization’s Retirement Plan Advisor Due Diligence Center (rpaDD). ERISA requires plan... READ MORE

It’s been a hot summer here (and likely “there” as well)—and there’s been so much going on lately that our brief recap wound up being a podcast episode unto itself. So, what’s “hot?”        In this episode Nevin (Adams) and Fred (Reish) discuss:  The jury trial outcome of the Yale... READ MORE

Hub International Limited has further expanded its retirement consulting practice, this time in South Carolina with the newly announced acquisition of Golden Corner Wealth Advisors.   Located in Seneca, South Carolina, Golden Corner is a financial advisory firm specializing in wealth management... READ MORE