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Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer and member FINRA, SIPC. Investment advisory services offered through Lockton Investment Advisors, LLC, a SEC registered investment advisor. For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569.Blogroll
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Categories
Category Archives: Non Qualified Retirement Plans
Document Retention for ERISA Plan Sponsors
ERISA has two provisions that concern record retention. First, ERISA §107 requires anyone who files or certifies certain information (i.e. a Form 5500) to maintain sufficient records to explain, corroborate, substantiate and clarify the information contained in the filing or certification. Continue reading
DOMA DECISION: ITS IMPACT ON RETIREMENT PLANS
DOMA applied to over 1,000 federal laws, statues and essentially the entire realm of federal regulations which all defined “marriage” and “spouse” as excluding same-sex partners, including retirement plans. Continue reading
3 top Headlines about your 401(k)
Don’t be complacent about your 401(k). Take a peak at these three headlines to learn more about the questions you should ask and how you can begin answering them. Continue reading
Rethinking Target Date Funds
In a new research paper he published yesterday, “The Glidepath Illusion,” he has blown this idea full of holes. “Shockingly,” he says, “the basic premise upon which these billions [of dollars] are invested is flawed.” Continue reading
Should your trade your pension for a lump sun?
In the past, companies offered lump sums to older workers to entice them to retire early, and because in some situations, the payouts don’t have to include the full value of the pension. Continue reading
6 top retirement risks plan sponsors mitigate {via BenefitsPro}
IRIC highlights six major risks that both retirees and employees nearing retirement face in retirement and offers measures that employers can take to help their workforce and retirees mitigate those risks. Continue reading
A November Surprise?
New 401(k) disclosure regulations could cause a stir in November. Continue reading
Concerns over Self-Directed Brokerage in 401(k)
On August 30, 2012, all defined contribution plan sponsors must provide fee and expense information to their plan’s participants nut he new participant␣-level fee disclosures required by ERISA 404(a)(5). Continue reading
Pension Relief – It’s Finally Here (via Lockton)
While it sounds like a great deal, delaying plan funding may further impair the plan’s prospects for full recovery. The next step for sponsors is to dig below surface level of the new rules to determine the full impact of reducing contributions and the long-term effects of such a funding strategy before making any critical decisions. Continue reading
4 Top Retirement & Pension Headlines
New pension rules, target date funds, 401k disclosures & more from The Benefit Blog. Continue reading
