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How Plan Sponsors Can Offer Backdoor Roth Conversions

Is a strategy that allows high-earners to roll over some of their retirement money into a Roth account worth the administrative burden for plan sponsors? ....

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SECURE 2.0 Enables Improvements to Overall Financial Wellness

From offsetting college debt payments to emergency savings, SECURE 2.0 has the potential to help participants beyond just retirement savings. ....

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15th Anniversary of RPAY: Francis Investment Counsel

15th Anniversary of RPAY: Francis Investment Counsel
The practice remains as dedicated to providing top-notch retirement plan services as when it won the 2018 PLANSPONSOR Large Team Retirement Plan Adviser of the Year award.
Joseph Topp
Since Francis Investment Counsel was named the 2018 PLANSPONSOR Large Team Retirement Plan Adviser of the Year, Joseph Topp, principal and vice president of investment consulting services at the firm, says its focus has not changed at all. “We have remained steadfast in our qualified retirement plan advisory work and in providing participants education and financial coaching,” he says. “This is the firm’s sole focus. We do not offer any retail wealth management or other institutional consulting services.” ....

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A Checklist for Retirement Plan Committees

A Checklist for Retirement Plan Committees
Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings.
Reported by
Art by Enzo Pérès-Labourdette
Given that there are so many considerations to weigh when overseeing a retirement plan, it is important for plan sponsors to have a checklist for their committees whether the sponsor has a single retirement plan committee or dual investment and administrative committees to cover in quarterly meetings. These meetings typically last between one and two hours.
The overriding theme of retirement committee meetings should always be whether the committee is acting in the best interest of plan participants and if it is improving the plan, says Michael Webb, senior financial adviser at CAPTRUST. ....

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