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Regulation on service provider fee disclosures for ERISA

Web2 About MetLife Resources MetLife Resources is a Division of Metropolitan Life Insurance Company (“MetLife”), New York, NY 10166, that specializes in providing retirement …

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URL: https://plan.empower-retirement.com/static/InstMetLife/html/EducationalResources/docs/WhitePaper_MLR340166-3.pdf

Plan administration resources

WebFeatures include: • Multifactor Authentication login increases security by delivering a unique code to access the Plan Service Center site • Enhanced navigation with quicker access …

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Welcome to the Plan Service Center

WebPlan Sponsors please enter your User ID and Password User ID: Password: Check here to change your password after sign on.change your password after sign on.

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Plan Service Center

Web1 The Plan Service Center (PSC) The Plan Service Center (PSC) is a secure website that offers plan sponsors a unique combination of simplicity, sophistication, and performance. …

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General 5500 Instructions

WebForm 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan. The Form 5500-SF is filed for certain small plans with less than 100 employees with account …

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Schedule C Guidance

WebThe Department of Labor (DOL) has implemented new reporting requirements on Form 5500 Schedule C relating to plan fees/compensation. This is effective for plan years …

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Empower Retirement

WebEmpower Retirement - Plan Service Center - FASCore sign in

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Empowering Participants – Plan Distributions and the Plan …

Web4 Empowering Participants – Plan Distributions and the Plan Sponsor Recent Developments If retirees make poor investment and withdrawal decisions, or select products with fees …

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FASCore Documentation

WebThe Plan Administrator will provide money types and specific parameters of those money types eligible for hardship withdrawals. Hardships may either be safe harbor or facts and …

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Explanation of Census Data

WebFrom the period of July 1, 2023 through December 31, 2023, the participant earned $55,000 for a total of $100,000 for the plan year. The census should be completed as listed …

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Defined Contribution Legislative and Regulatory Update

WebA US District Court recently dismissed an ERISA breach of fiduciary duty claim against a large 401(k) plan sponsor for selecting a money market fund as the plan’s capital …

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Automatic Enrollment Services Election Form

WebAutomatic Enrollment Services Election Form 8v Page 1 of 6 Automatic Enrollment Services Election Form . Please refer to the Automatic Enrollment Description and Comparison …

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Personal Information Change Request

WebParticipant Information - Provide name/Social Security number as it currently appears on your account. Last Name First Name MI Social Security Number Account Extension (if …

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Lifetime Income Score V: Optimism and opportunity

Web0AR&2015 3 The correlation between the use of an advisor and an LIS of 100 or more provides clear evidence that the advisor can, and should, play a prominent role in an …

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Empower Retirement

WebWashington, D.C. 20005-2215. Email: [email protected]. Tel: (202) 371-8300. Information about SIPC is also available at www.sipc.org. ǂǂ Empower Retirement refers to the …

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Form 5500 User Guide

WebYour IRS Form 5500 Annual Report is due to the IRS by the last day of the 7th month following the plan year-end (July 31 for calendar year plans), unless you file Form 5558 …

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Empower Retirement

WebAdvisors, Brokers, Consultants and Prospective Plan Sponsors Only. Please note the following contacts are unable to assist participants. Large Markets – Over $50 million in …

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Defined contribution legislative and regulatory update

WebThe Automatic IRA Act of 2023 represents the latest efort of House Ways and Means Committee ranking member Richard Neal (D-MA) to require almost all employers to ofer …

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Empower Retirement

WebTel: (202) 371-8300. Information about SIPC is also available at www.sipc.org. 2 Empower Retirement refers to the products and services offered in the retirement markets by Great …

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Participant fee disclosure responsibilities for employers

WebOver the past several decades it has become the norm for employees to take some responsibility for generating their own retirement income by saving in an employer …

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