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
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
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
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.