U.S. Department of Labor
Employee Benefits Security Administration
Pension Protection Act Center
DCIIA fosters a dialogue among the leaders of the defined contribution community who are passionate about improving defined contribution outcomes. Members include investment managers, consultants, record keepers, insurance companies, plan sponsors and others committed to the best interests of plan participants. http://www.dciia.org/
EBRI is the only private, nonprofit, nonpartisan, Washington, DC-based organization committed exclusively to public policy research and education on economic security and employee benefit issues.
Founded in 1978, EBRI does not take advocacy positions on policy proposals, lobby for or against proposals, or recommend specific approaches/prescriptions. EBRI does provide objective data on, and analysis of, the range of identified options in order to help others to make more informed decisions than might otherwise be possible. http://www.ebri.org/
PLANSPONSOR Pathfinder is a retirement search and benchmarking tool. The newly designed tool allows for improved user interface, timelier response and greater flexibility and customization to the needs of your specific clients.
Automated provider searches and plan benchmarking:
- Standardize & document your due diligence process
- Increase productivity and close ratio in a fraction of the time
- Attract & retain plan sponsor clients
- Search from over 80 of the top service providers
- Customize your search from a menu of over 400 RFP/RFI questions
- Personalized client facing reports
- See side by side comparisons of the top service providers
- Improve communication & efficiencies for all firms involved in the search process
The American Society of Pension Professionals & Actuaries — and its affiliates, ACOPA, NAPA and NTSAA, combine efforts to create the premier national organization(s) for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry. ASPPA represents the most committed individuals of the profession—those who have made a career of retirement plan and pension policy work. www.asppa.org
The National Association of Plan Advisors, a sister organization of the American Society of Pension Professionals & Actuaries (ASPPA), was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
Since its founding in 1947, PSCA has been on the forefront of protecting America's retirement system. Today, PSCA assists more than six million plan participants and provides its members with programs and services to help them better manage their company's retirement plans. Members include both large and small companies and non-profit organizations. www.psca.org
fi360 promotes a culture of fiduciary responsibility and improves the decision making processes of investment fiduciaries. With defined Practices as our foundation, we offer training, tools and resources in support of that mission. Since 1999, fi360 has been supporting a more prudent investment decision-making process by offering world-class Training, Tools, and Resources for investment fiduciaries and other financial services providers. www.fi360.com
The IRS is the U.S. government agency responsible for tax collection and tax law enforcement. www.irs.gov
TRAU™, The Retirement Advisor University at UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning certification that has real meaning to plan sponsor clients, prospects, and the retirement industry as a whole. http://www.trauniversity.com/
Institutional Investment Consulting and LPL Financial are not affiliated with any of the above named entities.