by ABGHouston | Aug 11, 2021 | Legislative Impacts, Retirement Plan Advice, Retirement Plan News, Uncategorized
The Biden Administration has proposed several changes to the tax treatment and availability of qualified retirement plans as we move forward in 2021. Following is a summary of some of these potential retirement plan provisions that may impact plan sponsors and...
by siteadmin | Dec 5, 2016 | 401k Insight, Alliance Benefit Group, Retirement Plan News
Retirement plan assets are becoming more “balanced.” Over the past several years, 401(k) participants have increased their overall allocation to balanced funds. According to data analyzed by the Employee Benefit Research Institute (EBRI) and the Investment Company...
by siteadmin | Nov 22, 2016 | Retirement Plan News
“The retirement plan industry is a little bit in flux right now, and there’s some uncertainty out there mainly because the Department of Labor recently ruled that “financial advisor” should be included as a part of the definition of what a...
by siteadmin | Apr 27, 2016 | Alliance Benefit Group, plan administration, Retirement Plan News, Uncategorized
As a reminder, the current plan restatement cycle that started on May 1, 2014 ends on April 30, 2016. To incorporate the provisions from the Pension Protection Act and various other required amendments that took effect between 2007 and 2011, all defined contributions...
by siteadmin | Apr 13, 2016 | 401k Insight, Alliance Benefit Group, Retirement, Retirement Plan News
Every year the Department of Labor (DOL) conducts thousands of audits of employee benefit retirement plans. While many of these audits are based on random selection, a number of them may be triggered by retirement plan oversights such as a late filing of Form 5500 or...
by siteadmin | Mar 29, 2016 | 401k Insight, Alliance Benefit Group, Retirement, Retirement Plan Advice, Retirement Plan News
In the retirement plan industry, accumulation of assets is the main focus and retirement readiness is the Holy Grail. However, there has not been as much thought about what comes next for the participant when they retire. New retirees may receive a lump-sum...
