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ABA Retirement Funds Program Plan Administrator Bulletin –

ABA Retirement Funds Program Plan Administrator Bulletin. Employees Who Transition to Of Counsel. September 29, 2016. Do you have senior partners, shareholders or other lawyers transitioning to of counsel status this year? You may need to update their status to terminated if they are no longer considered employees of the firm. Meet Your Program Fiduciary: Mercer Trust Company (Part Two). September 30, 2016. Plan Sponsor Yankelovich MONITOR 2016 Report Data. September 30, 2016. September 30, 2016. As you ...

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ABA Retirement Funds Program Plan Administrator Bulletin – | pabulletin.abaretirement.com Reviews

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ABA Retirement Funds Program Plan Administrator Bulletin. Employees Who Transition to Of Counsel. September 29, 2016. Do you have senior partners, shareholders or other lawyers transitioning to of counsel status this year? You may need to update their status to terminated if they are no longer considered employees of the firm. Meet Your Program Fiduciary: Mercer Trust Company (Part Two). September 30, 2016. Plan Sponsor Yankelovich MONITOR 2016 Report Data. September 30, 2016. September 30, 2016. As you ...

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2 read more posts

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4 aba board

5 advice

6 benefits

7 board of directors

8 compliance

9 deadlines

10 employee benefits

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ABA Retirement Funds Program Plan Administrator Bulletin – | pabulletin.abaretirement.com Reviews

https://pabulletin.abaretirement.com

ABA Retirement Funds Program Plan Administrator Bulletin. Employees Who Transition to Of Counsel. September 29, 2016. Do you have senior partners, shareholders or other lawyers transitioning to of counsel status this year? You may need to update their status to terminated if they are no longer considered employees of the firm. Meet Your Program Fiduciary: Mercer Trust Company (Part Two). September 30, 2016. Plan Sponsor Yankelovich MONITOR 2016 Report Data. September 30, 2016. September 30, 2016. As you ...

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1

Benefits

http://pabulletin.abaretirement.com/tag/benefits

ABA Retirement Funds Program Plan Administrator Bulletin. ABA Retirement Funds Program Stands Strong among the Trend of Recordkeeper Consolidation. April 14, 2016. If you’ve been keeping up with retirement industry news, you may have noticed that many recordkeepers are merging or being acquired by others in the industry. Filed Under: April 2016. Add important dates and reminders to your calendar HERE. Search Plan Administrator Bulletin. Self-certification for Waiver of 60-Day Rollover Requirement. Voya F...

2

Reminder: File Form 5500 by August 1

http://pabulletin.abaretirement.com/reminder-file-form-5500-by-july-31

ABA Retirement Funds Program Plan Administrator Bulletin. Reminder: File Form 5500 by August 1. July 15, 2016. As a plan administrator, you are required to annually file Form 5500 with the Department of Labor (“DOL”). Generally, this form is due on July 31, but because July 31, 2016 is a Sunday, this year the Form 5500 is due on August 1. Please don’t put off this important duty. The high volume of last-minute filers can cause delays in your form being processed after the filing deadline. On the Plan Spo...

3

DOL

http://pabulletin.abaretirement.com/tag/dol

ABA Retirement Funds Program Plan Administrator Bulletin. October 15, 2016. As you may know, the U.S. Department of Labor (DOL) issued final regulations in 2016 to expand the definition of fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA). Read more here. Add important dates and reminders to your calendar HERE. Search Plan Administrator Bulletin. Remember to Submit Demographic Data for All Plan Eligible Employees on your 2017 Census. Did You Receive Your 2017 Calendar? Voya Fina...

4

New: Compliance Checklist for your Retirement Plan

http://pabulletin.abaretirement.com/new-compliance-checklist-for-your-retirement-plan

ABA Retirement Funds Program Plan Administrator Bulletin. New: Compliance Checklist for your Retirement Plan. July 15, 2016. Visit the Program’s compliance checklist. A new section in the online Plan Administrator Guide that provides plan sponsors with important functions necessary to keep their retirement plans in compliance. Also included is information on how the Program helps plan sponsors meet their compliance obligations. You may also be interested in:. Did You Receive Your 2017 Calendar? Please re...

5

How Can You Help Your Participants Get Ready for Retirement?

http://pabulletin.abaretirement.com/how-can-you-help-your-participants-get-ready-for-retirement

ABA Retirement Funds Program Plan Administrator Bulletin. How Can You Help Your Participants Get Ready for Retirement? July 15, 2016. Advice and (employee) consent. More and more, plans are finding it necessary to offer some sort of optional investment advice capacity while remaining cognizant of the costs of such offerings. Automated advising systems, sometimes called robo advisors are sometimes used for this purpose. Additionally, while more than one-third (35%) of respondents said they have some inter...

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ABA Retirement Funds | Resources

http://abaretirement.com/literature/new-plan-information

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

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ABA Retirement Funds | Self-Directed Brokerage Fees

http://abaretirement.com/fees/brokerage-fees

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

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ABA Retirement Funds | Investment Advice Fees

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Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

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ABA Retirement Funds | Tier I Investment Options – Pre-Mixed Diversified Funds

http://abaretirement.com/fund-performance/morningstar-fund-profiles

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

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ABA Retirement Funds | Program Services

http://abaretirement.com/services

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

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ABA Retirement Funds | Pricing

http://abaretirement.com/fees/overview-of-fees

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

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ABA Retirement Funds | Tier II Portfolio Building Blocks

http://abaretirement.com/program-investments/tier-ii--portfolio-building-blocks

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

abaretirement.com

ABA Retirement Funds | Fund Performance

http://abaretirement.com/fund-performance/quarterly-performance

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

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ABA Retirement Funds | Investment Expenses

http://abaretirement.com/fees/basic-fees

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

abaretirement.com

ABA Retirement Funds | Fund Performance

http://abaretirement.com/fund-performance/monthly-performance

Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Tier III Self-Directed Brokerage. Click to view the program's pricing flyer or contact sales at 800.826.8901. Oversight and Fiduciary Services. Click to view the program's overview flyer or contact sales at 800.826.8901. Tier I - Pre-Mixed Diversified Funds. Tier II - Portfolio Building Blocks. Webinars & e-Seminars.

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ABA Retirement Funds Program Plan Administrator Bulletin –

ABA Retirement Funds Program Plan Administrator Bulletin. Employees Who Transition to Of Counsel. September 29, 2016. Do you have senior partners, shareholders or other lawyers transitioning to of counsel status this year? You may need to update their status to terminated if they are no longer considered employees of the firm. Meet Your Program Fiduciary: Mercer Trust Company (Part Two). September 30, 2016. Plan Sponsor Yankelovich MONITOR 2016 Report Data. September 30, 2016. September 30, 2016. As you ...

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