Retireholics Live - Guest: John Sullivan editor 401k Specialist Magazine
Show notes
Weekly 401k "show", where we discuss various things happening in or near the world of the retirement plan industry.
Headlines:
BROADRIDGE AND A NEW KIND OF STABLE VALUE OPTION
https://401kspecialistmag.com/broadridge-launches-multi-account-cit-fund-open-to-401ks/
Broadridge Launches Multi-Account CIT Fund Open to 401ks
Retirement plan advisors will now have access to a one-of-a-kind multi-account fund that provides diversification in stable value with no minimum investment as a result of the launch of a new collective investment trust (), the Matrix Trust Multi-Manager Stable Value Fund.Matrix Trust Company, a subsidiary of New York-based Broadridge Financial Solutions, Inc., announced the launch of the new ...
401kspecialistmag.com
OUR BOY JASON ROBERTS IS A MOVER AND SHAKER
https://401kspecialistmag.com/swisher-roberts-joint-venture-launches-its-first-pep/
Swisher, Roberts Joint Venture Launches its First PEP
Operational fiduciary firm Group Plan Systems (GPS), started by ERISA and pooled plan experts Jason Roberts and Pete Swisher, launched its first pooled employer plan (PEP).The company said it signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a PEP for which GPS will serve as the Pooled Plan Provider (PPP).
401kspecialistmag.com
TDFS ARE GETTING THEIR ASS KICKED
https://401kspecialistmag.com/worrisome-target-date-fund-performance-year-to-date/
Worrisome Target-Date Fund Performance Year-to-Date - 401(k) Specialist
So far this year, stocks have lost 13%, and bonds have lost 9%, providing a challenge to target-date funds (TDFs) for those near retirement.
401kspecialistmag.com
NERDY BUZZ AROUND A PRE-AUDIT PILOT PROGRAM
https://401kspecialistmag.com/irs-announces-pre-audit-retirement-plan-pilot-program/
IRS Announces ‘Pre-Audit’ Retirement Plan Pilot Program
Last week, the IRS announced a new pre-audit compliance opportunity for employer-sponsored retirement plans selected for audit. “Plan sponsors that receive an initial letter should immediately contact their retirement plan advisors …”
401kspecialistmag.com
Headlines:
BROADRIDGE AND A NEW KIND OF STABLE VALUE OPTION
https://401kspecialistmag.com/broadridge-launches-multi-account-cit-fund-open-to-401ks/
Broadridge Launches Multi-Account CIT Fund Open to 401ks
Retirement plan advisors will now have access to a one-of-a-kind multi-account fund that provides diversification in stable value with no minimum investment as a result of the launch of a new collective investment trust (), the Matrix Trust Multi-Manager Stable Value Fund.Matrix Trust Company, a subsidiary of New York-based Broadridge Financial Solutions, Inc., announced the launch of the new ...
401kspecialistmag.com
OUR BOY JASON ROBERTS IS A MOVER AND SHAKER
https://401kspecialistmag.com/swisher-roberts-joint-venture-launches-its-first-pep/
Swisher, Roberts Joint Venture Launches its First PEP
Operational fiduciary firm Group Plan Systems (GPS), started by ERISA and pooled plan experts Jason Roberts and Pete Swisher, launched its first pooled employer plan (PEP).The company said it signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a PEP for which GPS will serve as the Pooled Plan Provider (PPP).
401kspecialistmag.com
TDFS ARE GETTING THEIR ASS KICKED
https://401kspecialistmag.com/worrisome-target-date-fund-performance-year-to-date/
Worrisome Target-Date Fund Performance Year-to-Date - 401(k) Specialist
So far this year, stocks have lost 13%, and bonds have lost 9%, providing a challenge to target-date funds (TDFs) for those near retirement.
401kspecialistmag.com
NERDY BUZZ AROUND A PRE-AUDIT PILOT PROGRAM
https://401kspecialistmag.com/irs-announces-pre-audit-retirement-plan-pilot-program/
IRS Announces ‘Pre-Audit’ Retirement Plan Pilot Program
Last week, the IRS announced a new pre-audit compliance opportunity for employer-sponsored retirement plans selected for audit. “Plan sponsors that receive an initial letter should immediately contact their retirement plan advisors …”
401kspecialistmag.com
