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WEBPLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability …
Ameritas Introduces Two Retirement Plan Choices
WEBDec 17, 2020 · “Ameritas GPS makes it easier for employees to understand the importance and value in saving for their financial future, leading to increased plan participation,” says Jim Kais, senior vice president of retirement plans at Ameritas.
AXA Equitable Enhances Variable Annuity Offering - PLANADVISER
WEBMay 30, 2007 · In an announcement, AXA Equitable said it has added a 6.5% roll-up benefit for contracts with certain Guaranteed Minimum Income Benefit (GMIB) and Guaranteed Minimum Death Benefit (GMDB) riders in addition to its existing 6% roll-up benefit.
BIP Wealth Acquires The Money Advisor Group - PLANADVISER
WEBApr 30, 2024 · The Money Advisor Group, a registered investment advisory firm focusing on managing investments and planning for retirement, announced Tuesday it has agreed to be acquired by BIP Wealth, an Atlanta-based registered investment adviser, as part of its new BIP Alliance program.
News Archives - PLANADVISER
WEB3 days ago · Interest Grows in Finding New Uses for Stable Value. MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways.
NQDC Plans Increasingly Used to Try and Draw, Retain Execs
WEBNov 29, 2022 · “With easily accessible compensation data, prevalent remote work opportunities, and improved video meeting technologies, employers must evaluate benefit offerings that will attract top talent,” Mike Shannon, Newport’s senior vice president, nonqualified consulting, said in a press release. “This year’s survey revealed a fundamental shift towards offering a nonqualified plan as a ...
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
WEBDec 28, 2023 · Updated with Corection The Internal Revenue Service issued an 81-page question-and-answer notice related to several provisions of the SECURE 2.0 Act of 2022, that became law almost exactly a year ago. The document is titled “Miscellaneous Changes Under the SECURE 2.0 Act of 2022.”
IRS Issues How-To Guidance for Prorating Short Plan Years
WEBMay 31, 2018 · According to an IRS Issue Snapshot, a plan may not base allocations for a plan year on compensation exceeding the dollar limit imposed under Internal Revenue Code (IRC) Section 401(a)(17) or use more than this amount in applying certain nondiscrimination rules.This year, the annual compensation dollar limit is $275,000. This limit is subject to annual cost-of-living adjustments.
Remember the Real Role of Stable Value - PLANADVISER
WEBJun 19, 2020 · The annualized return from 2000 to 2020 is 4.22% for stable value and 5.25% for stocks. One might expect the difference to be greater.
IRS Publishes Revised Form 8881 - PLANADVISER
WEBDec 18, 2023 · In the 4,000-page omnibus appropriations bill that included the legislation, the overall goal of the provisions was in the heading: “TITLE I—EXPANDING COVERAGE AND INCREASING RETIREMENT SAVINGS.”. But providing tax credits alone will not guarantee implementation by small businesses, according to Kevin Gaston, director of plan design for digital recordkeeper Vestwell, which has been ...