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Retirement Plan Surveys

Pullman & Comley, LLC

Connecticut Comptroller Using a Survey to Solicit Information from Municipalities Regarding Retirement Plans

Pullman & Comley, LLC on

Our July 14, 2023 Client Alert discussed the information and documents that Connecticut Public Act 23-182 requires municipalities sponsoring retirement plans to provide to the Comptroller’s Office by September 1, 2023. On...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The worthless J.D. Power surveys

I’m going to say something and that means J.D. Power will never sponsor one of my events, but those J.D. Power surveys on the best workplace plan providers are kind of worthless....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Survey proves one thing: Participants need education

A new 401(k) survey from Fisher Investments 401(k) Solutions, shows a lack of knowledge among Americans when it comes to their 401(k) plan. 71 percent of respondents to the survey failed Fisher’s 401(k) IQ in the Workplace...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan Fees Have Been Getting Lower

NEPC, LLC published the results of its 11th Annual NEPC Defined Contribution Plan and Fee Survey. Data shows that Defined Contribution (DC) plan record-keeping and investment management fees continue to decline....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

401(k) Plan Participants want help, give it to them

Charles Schwab announced their 2016 401(k) participant survey and it states the obvious: 401(k) participants need help. Less than half (43%) of participants know how much they should save for retirement. Fewer that...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Rosenbaum Law Firm Review - June 2016

The New Fiduciary Rule: What It Means To Plan Sponsors - Bottom line: what does it mean? More than a dozen years ago, there was a medical report that dental plaque could cause heart disease. I thought it was some...more

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