Overview
Plan Components
Top Industry Articles
Compliance
‘Secure Act 2.0’ Likely to Become a Reality
Retirement Plan Execs Confident Senate Will Pass the Bill Into Law
June 4, 2021
Compliance
Biden Expected to Advance a More Stringent Fiduciary Rule, Advocate for Retirement Income and ESG Investing
Industry experts reflect on what President Joe Biden has done in his first months in office with respect to retirement plans and what they still see coming down the road from his administration.
June 2, 2021
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
Products
RIA in a Box Enables Automated Communications Archiving and Review
It also helps wealth management RIAs be better prepared for examinations.
June 3, 2021
exclusives
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
June 11, 2021
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| American Funds (Capital Group) Target Date Retirement | 65% | |
| Vanguard 500 Index | 8% | |
| Vanguard Extended Market Index | 4% | |
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View all funds in this plan
Providers
Articles and Questions
Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
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