Blog

A recent TIAA’s report, “New Evidence on the Demand for Advice Within Retirement Plans” analyzed the use of advice in 23 of its plans between 2009 and 2014. They found that only 13% of participants sought out advice. They reported that asking for advice increases with age, account balance and annual contribution level. They also...
Read More
  Fiduciary Rule Round Up   Who is subject to the new rule?   Does the new rule only apply to investments in our retirement plan?   If this is about protection, what’s the downside?   What Plan Sponsors Need to Know   Technically Speaking   Don’t Get Ahead of Yourself Quite Yet…   Houston, We...
Read More
Actuaries and Employee Benefit Consultants egps.com We hope you are having a great summer and enjoying some time off! Of course taxes don’t take the summer off, and it’s already July! If you have business owner clients who need to reduce their current year taxable income and save for retirement, now is the ideal time...
Read More
Introduction Types of Retirement Plans Getting Employees to Join the Plan Increase Deferral Rates Utilizing Your Resources In Conclusion Rise of the Machines Participant Loans: Benefit or Detriment? Introduction The latest news regarding retirement plans has centered around service provider fees.  While fees are a highly important aspect of managing an employer-sponsored retirement plan, they...
Read More
Introduction Uncashed Checks are Plan Assets What Should Plan Sponsors Do? Searching for Missing Participants     Required Steps     Reasonable Additional Steps What are the Options if the Participant Cannot be Found?     Return Funds to the Plan     Forfeit the Account Balance     Roll Over Assets to an IRA     Withholding 100% of the...
Read More
1 9 10 11 12 13