Provident News Library

Legislative Updates

IRS 2016 Retirement Plan Limits

2016 Retirement Plan Comparison Chart

DOL Investor Bulletin: Target Date Retirement Funds 

Washington Update: The Changing Face of 401(k) Plan Regulation

Plan Sponsor Resources

Managing Your Plan's Fees

Navigating the New Realities of 401(k) Participant Education

The Best Practices of Retirement Plan Committees

Fiduciary Guidebook for Target Date Funds

Plan Participant Resources

J.P. Morgan Guide to Retirement

Retirement Expense Worksheet

Strategies for Collecting Social Security Retirement Benefits

Which Type of IRA is Right for You?

Withdrawal Rates in Retirement

 

 

 

 

This information may be third party content and is based on sources we believe to be reliable; however, their accuracy or completeness cannot be guaranteed.  This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument.  The views and strategies described may not be suitable for all investors.  This information is not intended to be a substitute for specific individualized tax or legal or investment advice.  We suggest that you discuss your specific situation with a qualified tax or legal or financial advisor.

Recently, Brian and Dan were again named to the Financial Times list of 401 most elite DC plan advisors in the U.S.  It is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

 

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

 


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