More could be done to ease the administrative burden of servicing DB plans through the termination phase, the company discovered.

The new initiative, The Rollover Results Program, is designed to benefit its representatives who advise retirement plans as well as plan sponsors, while providing objective education to plan participants.

The compromise includes a plan to use casino revenues to bolster the long-term financial health of the Kansas Public Employees Retirement System, which has a projected $8.3 billion shortfall.

As the Social Security Administration is making online statements available this month, many Americans are reluctant to enter personal information online, but this is a necessary step in financial planning, according to Allsup, a nationwide provider of Social Security disability representation and Medicare plan selection services.