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BY Nevin E. Adams, JD 2/26/2018
At least one major recordkeeper has noted a big uptick in participant trading in the wake of recent market moves – but have you sensed any shifts in the plans you support? Have you rebalanced your account(s)?As it turns out, the Alight Solutions 401(k) Index™ found that 401(k) trading activity has...
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BY Ted Godbout 2/23/2018
Employees who participate in equity compensation plans see the long-term value of the benefit but many don’t fully understand how they work and are afraid of making a mistake when exercising employee stock options or selling shares, a new survey reveals.More than one-third of participants (36%) say...
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BY Ted Godbout 2/23/2018
When assessing the overall opportunities available to digital advice platforms, there appears to be a fairly straightforward inverse relationship between age and interest, but that pattern doesn’t necessarily correlate when combining age and wealth cohorts, new research shows.In a follow-up to its...
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BY Andrew Remo 2/23/2018
Concerned that the Labor Department’s fiduciary rule could be pared back, Maryland is considering extending fiduciary duty under state law.The Maryland Senate Finance Committee held a hearing on proposed legislation on Feb. 22, following a Feb. 16 hearing on the legislation by the Maryland House...
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BY John Iekel 2/22/2018
In a Feb. 21 letter to Acting IRS Commissioner David Kautter, Rep. Richard Neal (D-MA) has requested that the IRS reevaluate the new Voluntary Correction Program (VCP) user fees announced earlier this year. Neal is the Ranking Member of the House Ways & Means Committee.In Revenue Procedure 2018...
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BY Nevin E. Adams, JD 2/22/2018
From the day we launched our call for Top DC Advisor Teams, there has been an interest in a related compilation – one that captures the DC assets of an entire firm, or a multi-office arrangement.During our call for Top DC Advisor Teams, a number of firms provided this information – but the focus of...
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BY Ted Godbout 2/21/2018
Inevitably, loopholes arise whenever any major legislation is enacted, whether intentional or unintentional. One possible loophole created by the new pass-through rules under the Tax Cuts and Jobs Act (TCJA) could provide significant tax benefits for broker-dealers, according to a new client alert...
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BY John Carl 2/21/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and executive compensation arrangements. A recent call with a financial advisor from Minnesota is...
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BY NAPA Net Staff 2/21/2018
Updated data from government filings finds that plans, participants and benefits all increased between 2014 and 2015 — but for the first time since 2008, total amount of assets held by pension plans decreased.While the data is now a couple of years old, it is “official,” according to the Private...
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BY NAPA Net Staff 2/21/2018
A new report says that 401(k) total plan costs declined for most size plans last year, though there was a wide range between high- and low-cost providers, particularly within the small plan segment.According to the new (18th) edition of the 401k Averages Book, scenarios with 200 or more...
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