Saving for retirement is a good financial habit to learn in those early employment years. Many published studies and white papers point to the need for broad-based financial education, targeted to defined populations, and personalized to meet their individual needs. Plan sponsors and defined contribution (401(k)) plan administration providers may need to leverage multiple communication […]
https://curciowebb.com/wp-content/uploads/2020/01/Pennies.png4231210Curcio Webbhttps://curciowebb.com/wp-content/uploads/2017/01/Curcio-Webb-Logo-300x56.pngCurcio Webb2020-01-06 11:24:152020-01-07 14:15:33Influencing Retirement Saving Using Social Media
Employer 401(k) fees Maintaining a 401(k) plan can be an expensive proposition: fees for recordkeeping, administration, and related services can run into the millions of dollars per year. Consequently, in-house staff have two overarching goals: To obtain the contracted-for services at the agreed upon price, and To mitigate the risk of unexpected costs and errors. […]
https://curciowebb.com/wp-content/uploads/2019/11/401k-costs.jpg321845Curcio Webbhttps://curciowebb.com/wp-content/uploads/2017/01/Curcio-Webb-Logo-300x56.pngCurcio Webb2019-11-12 09:05:292019-11-12 09:26:57Unexpected 401(k) Plan Costs - Get What You Pay for
When your number is up and the DOL comes knocking, will you be in the minority of DB plan sponsors with satisfactory responses to their inquiries, or might you be subject to a long and arduous audit process? While the initial focus of these audits is often Required Minimum Distributions (RMDs), these audits can delve […]
https://curciowebb.com/wp-content/uploads/2019/10/dol-audit.jpg322845Curcio Webbhttps://curciowebb.com/wp-content/uploads/2017/01/Curcio-Webb-Logo-300x56.pngCurcio Webb2019-10-23 09:36:542019-10-29 10:17:09DOL Audit of Defined Benefit Plans
Influencing Retirement Saving Using Social Media
/in Retirement /by Curcio WebbSaving for retirement is a good financial habit to learn in those early employment years. Many published studies and white papers point to the need for broad-based financial education, targeted to defined populations, and personalized to meet their individual needs. Plan sponsors and defined contribution (401(k)) plan administration providers may need to leverage multiple communication […]
Unexpected 401(k) Plan Costs – Get What You Pay for
/in Benefit Plan Administration, Defined Contribution Plans, Retirement /by Curcio WebbEmployer 401(k) fees Maintaining a 401(k) plan can be an expensive proposition: fees for recordkeeping, administration, and related services can run into the millions of dollars per year. Consequently, in-house staff have two overarching goals: To obtain the contracted-for services at the agreed upon price, and To mitigate the risk of unexpected costs and errors. […]
DOL Audit of Defined Benefit Plans
/in Defined Benefit Plans /by Curcio WebbWhen your number is up and the DOL comes knocking, will you be in the minority of DB plan sponsors with satisfactory responses to their inquiries, or might you be subject to a long and arduous audit process? While the initial focus of these audits is often Required Minimum Distributions (RMDs), these audits can delve […]