Financial Services & Wealth Management News
January 13, 2022

When Does a Participant Loan Become a Deemed Distribution?

A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with […]
December 10, 2021

Cybersecurity Best Practices for Plan Sponsors

Participant data and financial accounts comprise some of the most sensitive and potentially vulnerable information under a company’s care. These highly valuable assets can be an […]
December 10, 2021

When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button

According to J.P. Morgan’s 2021 Defined Contribution Plan Participant Survey findings, more than half of the 1,281 respondents indicate that they: •  Are presented with more […]
December 10, 2021

Retirement Income Participant Interest Surveys: A Contrarian View

Retirement income products can serve an important purpose as a participant investment option for retirement plans. Surveys gauging participant interest in these options may be open […]
November 5, 2021

A Retirement Plan That Makes Tax Sense

One of the more popular types of retirement plans in use today is a 401(k) plan. One reason for their appeal is that employees are allowed […]