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Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and advisors have identified the very best in the nation. Late last year we launched our call to advisors to rate the nation’s best recordkeepers in a dozen... READ MORE
As the Memorial Day holiday (and, as tradition holds, summer vacation, generally) approaches, we’ve asked readers to weigh in on the best song(s) for—or about retirement. And here’s your chance to set the “record” straight. As you may recall, we’ve done this for several years now—and each year has... READ MORE
While inflation is impacting short-term spending and savings decisions, Americans report that their retirement strategies remain largely intact, mainly with the help of workplace retirement plans.   Nearly two-thirds of adults (65%) report that as a result of inflation, they are cutting back on... READ MORE
The Department of Labor (DOL), Treasury and Pension Benefit Guaranty Corporation (PBGC) on May 20 released the final revisions to the forms and instructions for the Form 5500 series to be used for reporting concerning plan years beginning on or after Jan. 1, 2022. They also indicated, however, that... READ MORE
Do you know the three kinds of people who work with retirement plans—and the seven things they should know? When it comes to workplace retirement plans, there are three kinds of people: people who are ERISA fiduciaries and know it, people who aren’t ERISA fiduciaries and know it, and people who... READ MORE
Requests for proposal (RFPs) and their “cousin” the RFI (request for information) have long been an integral part of fulfilling the obligation to ensure that the services rendered (and fees assessed) for a plan are reasonable. This week we asked readers what they’re seeing, saying, and recommending... READ MORE
Well, here we are again at the end of the workweek—and yes, you (still) can’t “shelter” stupid… just look at what has happened to these guys and gals…  First, some ‘Odds & Ends’ In North Carolina, the owners of Maryland-based Flying Dog Brewery pushed back on restrictions imposed by the North... READ MORE
Strategic Retirement Partners has selected Securian Financial as the pooled plan provider and recordkeeper for their WELLthBUILDER pooled employer plan. The WELLthBUILDER PEP offers broad and flexible plan design capabilities so each individual employer can select provisions best suited for their... READ MORE
Despite balances decreasing slightly, there was some good news contained in Fidelity’s first quarter 2022 analysis of participant accounts maintained by the firm.  The firm’s analysis of more than 35 million IRA, 401(k) and 403(b) retirement accounts found that while average account balances... READ MORE
Americans increasingly are saying that their personal values and supporting causes they care most about are top considerations when it comes to their financial decisions and investing.    According to Schwab’s 6th annual Modern Wealth Survey—which examines how Americans think about saving,... READ MORE