In his new role, Mee will have responsibility for
retirement plan business development, sales operations and communications.
Small business owners' interests in open MEPs are piqued over potentially lowering the costs to their organizations and lowering fees to employees in a workplace
retirement plan offering, survey results show.
OKLAHOMA CITY Heritage Institutional Services has rebranded as Heritage
Retirement Plan Advisors LLC.
Employers viewed the
retirement plan as nothing more than a sideline, a hobby.
The current tax proposals "would reduce the tax rate on business income of these businesses, but would at the same time mean that many of those small-business owners would be penalized financially for making
retirement plan contributions, and for establishing a workplace
retirement plan for their workers," according to ARA.
To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER
Retirement Plan Adviser Survey, fielded each September.
* Your company's bylaws, which may contain specific references to a committee that has responsibility for the administration and/or investments of the company's
retirement plans;
Tim Baker, president and CEO of RPSC, will join HA&W Benefit Advisors as director of
retirement plan operations.
The study polled 565 employers that sponsor
retirement plans, including 449 that worked with an advisor and 116 that did not, with
retirement plan recordkeeping assets ranging from less than $1 million to as much as $75 million.
CDM, founded in 1998 and headquartered in Towson, MD, is a provider of open architecture
retirement plan solutions, offering full service recordkeeping and expert administration to over 500
retirement plan clients.
The percentage of families with an individual account (IA)
retirement plan from a current employer or a previous employer or an IRA/Keogh declined to 48.2 percent in 2013 from 50.4 percent in 2010.
There is currently $4.2 trillion held in
retirement plans and about 727,000
retirement plans, yet 92 percent of those are under $5 million.
