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Qualified Default Investment Alternative (QDIA) and Financial Advice. Defined Contribution Plans in a Post-PPA Environment. QDIAs and Financial Advice ...
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Special Rules for Platform Providers Must provide basic fee information for each investment ... deemed to be directing investment to default choice if QDIA ...
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Background on Target Date Funds. Popular default investment vehicle for 401(k) plans. Typically, formed as open-end investment companies registered under the Inv. Co ...
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matching contributions - 100% of the first 1% of compensation deferred, plus 50 ... deferred employee contributions in accordance with the regulations ...
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Are fund managers ever subject to ERISA? ... Investment Advice Fiduciary ERISA 3(21) definition includes a fiduciary who provides investment advice for a fee.
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A Washington Update. The Politics of Retirement. Marcia S. Wagner, Esq. Not FDIC Insured Not Bank Guaranteed May Lose Value
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An inhomogeneous statistical dynamical turbulence closure and its application to problems in atmosph
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Incorporate large scale Rossby waves ( -plane) ... When error KE growing PM largely determined by dynamics of large scale flow instabilities. ...
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Introduction. Impending Retirement Plan Crisis. Social Security. Employer-Sponsored Plans. Private Savings. Current Private Pension System. Half of workers have no plan.
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... in favor of fiduciary adviser's investment options (How does employer know? ... at direction of participant (Can't tell fiduciary adviser to 'take care of it' ...
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The Politics of Retirement A Washington Update Marcia S. Wagner, Esq.
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'My clients will think I'm Wonder Woman once I improve their plans with the ... Saver's Tax Credit: May be eligible for a tax credit up to $1,000 if ...
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Rollover IRA Services for participants. So let s turn to the regulatory divide between Plan Services and Rollover IRA Services. ...
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Upon hire for a new employee in a plan with immediate entry ... Increase maximum ERISA bond from $500,000 to $1,000,000 if plan holds employer securities ...
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Driven by inclusion in defined contribution plans ... to having little or no investment knowledge (John Hancock Financial Survey 2005) ...
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Automatic Lifetime Income as a Path to Retirement Income Security Jeffrey R. Brown William G. Karnes Professor of Finance and Director, Center for Business and Public ...
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McKinsey has undertaken an extensive research effort into the future of the DC market ... Renewed interest in DC, rapid product development and differentiated ...
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Oversight of Plan s Recordkeeper. Importance of Recordkeeper s Role. Recordkeeper is typically responsible for generating participant 404a-5 disclosures and ...
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Employer s Traditional Roleas Named Fiduciary. Definition of Named Fiduciary Named in plan document. Employer traditionally serves in this role
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... Mailed to Participant Homes from Well-Known On-Line Advice Provider ... Auto-Escalation at work: The SMarT Plan. Average Savings Rates by Participant Type ...
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* Vanguard Target Retirement Funds Vanguard Target Retirement Income Fund Designed for investors already in retirement.
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Be sure to sign the Sign-In/Sign-Out sheet outside of the room when applying for Continuing Education Credits for the following certifications.
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Roadways to Retirement A superior new answer for your company retirement plan Today s Agenda Thank you for the opportunity to meet today Our goal today is to have a ...
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... Research Associate. National Bureau of Economic Research ... No credit given for non-life-contingent features (e.g., period certain, ... Credit for ' ...
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Congress passed Pension Protection Act of 2006 (PPA) on August 3, 2006 ... Bank or similar financial institution, subject to periodic examination and ...
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Lifetime Income Solutions and DC Plans. Three Basic Approaches. External Solution (Outside of Plan) Distribution Option Within Plan . Investment Vehicle Within Plan
Understanding the Glidepath and Landing Point. Determine Fund s relative allocation to equities and fixed income investments. Starting point. Landing Point
Transformation of Retirement System. DOL Interaction with White House. Working with White House s Middle Class Task Force. Coordinated actions to improve retirement ...
Important Pension Changes From D.C. - What Do You Need to Know? Marcia S. Wagner, Esq.
Transformation of Retirement System. DOL Interaction with White House. Working with White House s Middle Class Task Force. Coordinated actions to improve retirement ...
