Plan Conversion – Investment Strategy, Advantages and Challenges

Plan Conversion – Investment Strategy, Advantages and Challenges

The plan conversion process involves inclusion of a strategic approach as per investment advice provided by the Registered Investment Consultant or Registered Investment Advisor (RIA)…

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Plan Conversion – Benefits and Best Practices

Plan Conversion – Benefits and Best Practices

As the saying goes, change is the only constant in life. We have to adapt, over time, in order to survive. In the world of…

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Information security begins with you

Information security begins with you

In this hyper-digital world, information is wealth. However, users of technology are human, and therefore, fallible. With an increase in security-related incidents worldwide, information security…

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State-run retirement plans: How the US is trying to increase retirement coverage

State-run retirement plans: How the US is trying to increase retirement coverage

A large number of US workers face an uncertain future – many don’t have enough savings and aren’t enrolled in retirement plans. In many cases,…

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Chennai and its American connection – a walk down memory lane

Chennai and its American connection – a walk down memory lane

The historic ties between the United States and Chennai was the topic of a panel discussion held in the city recently. Congruent, a member of…

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Why Eligibility Processing for retirement plans is an important and complex process

Why Eligibility Processing for retirement plans is an important and complex process

Defined Contribution (DC) plans are set up and managed for the exclusive benefit of employees and their beneficiaries. Therefore, it is very important to decide…

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A SIMPLE Retirement Plan For Small Businesses

A SIMPLE Retirement Plan For Small Businesses

Savings Incentive Match Plans for Employees (SIMPLE) are retirement plans offered by small businesses, which have simplified plan rules. The SIMPLE IRA plan combines features…

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Why DC Plans Serve the Modern Workforce Better

Why DC Plans Serve the Modern Workforce Better

Today’s workers, especially corporate employees, are more likely to change several jobs during the course of their careers. This is a significant shift from a…

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Retirement Plan Information: Paper versus Electronic communication Dilemma

Retirement Plan Information: Paper versus Electronic communication Dilemma

While legislative and regulatory policies are allowing the plan providers to have the electronic delivery of communication as their default channels, the story is different…

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