The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
CITs are arguably changing the retirement investment landscape because of an insistence on behalf of plans sponsors of all sizes, but particularly the largest, to keep their exposure to management fees in control.
The U.S. Supreme Court decided in favor of the Obama administration in a dispute over taxes on severance compensation, overturning a lower court decision that could have forced the IRS to refund more than $1 billion.
For financial professionals who wish to prospect in the retirement plan market, the most valuable public data source is a Form 5500 that the U.S. Department of Labor requires plans to file annually.