The Reference Library is full of resources that may provide you information about general investing topics, retirement plans and planning, or otherwise equip you to better serve your clients. Industry links include industry organizations, retirement plan market media sites, advocacy groups and other useful websites for an advisor working in the retirement market.
Plan Design Strategies for SuccessThis white paper shows how effective plan design benchmarking support can be a powerful tool in attracting and retaining retirement plan clients.
Plan Design Tool – User GuideThis guide helps you make plan design support, including benchmarking services with RidgeWorth’s Plan Design Tool, a cornerstone of your retirement plan practice.
Focus on Plan Fees and BenchmarkingThis white paper helps financial advisors understand the importance of fee benchmarking, a critical service that helps plan sponsor clients fulfill their ERISA fiduciary responsibilities and differentiate themselves.
Fee Comparison Tool – User GuideThis user guide walks financial advisors through the simple data entry elements of the tool, provides practice pointers to help financial advisors understand the impact of the benchmarking results and identifies how the advisor can best support plans.
Plan Contribution LimitsDownload a chart listing the annual contribution limits for retirement savings accounts for 2017, as established by the Internal Revenue Service.
A New Fiduciary Rule for the Investment Advice PlaybookHow the DOL's fiduciary rule has fundamentally changed investment advice for IRAs
The DOL's Fiduciary Rule: Where It's GoingThe DOL's highly controversial fiduciary proposal is likely to become a final ruleâbut with some significant changes that will impact investment advice to plans and Individual Retirement Accounts (IRAs).
A Refresher on Plan FeesA guide to the various fees and payment structures associated with plansâ services and investments
A Prudent Response to New 401(k) DevelopmentsFred Reish covers four important developments and suggests responsive actions for advisors and plan sponsors.
Learning from Recent Litigation and Enforcement ActionsRecent lawsuits and regulatory enforcement initiatives provide an opportunity for retirement advisors and plan sponsors to learn from othersâ mistakes. A discussion and worksheet to help apply the lessons learned to your plan.
The Expanding Legal Requirements for Rollover IRAsFred Reish discusses the large amount of money rolling into IRAs, recent regulatory action in this area and how financial advisors can be prepared.
Custom Target Date Funds: Enhancing Retirement ReadinessCustom target date funds can help advisors differentiate their investment service models and fill a need with their target market and current clients.
Retirement Income: The New Perspective for 401(k) PlansA change in perspective for 401(k) plans as sources of retirement income provides opportunities for plan sponsors and financial advisors.
Fiduciary Focus: Fee Disclosure Comparison ChartThis easy-to-read chart compares the two DOL fee disclosure regulations and gives you an overview of what you need to know about each.
Why Benchmarking Should be Part of Your Service ModelAs the advisor to the plan, you want to make sure the retirement plan that the plan sponsor is providing for his or her employees is the best it can be. This brochure discusses why benchmarking should be a part of your retirement plan service model.
Below are links to industry organizations, retirement plan market media sites, advocacy groups and other useful websites for an advisor working in the retirement market. Resources are mostly free of charge and open to the general public, while they have been chosen because of quality of content and relevance, they are not endorsed by RidgeWorth Investments and may not necessarily reflect the views of RidgeWorth Investments.
Provides free access to all form 5500s filed with the Department of Labor over the past two years.
Offers a searchable database of qualified plans. Contact RidgeWorth's Retirement Specialists for help using this tool.
Investment Company Institute
The Investment Company Institute (ICI) is the national association of U.S. investment companies.
The CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations.
The Investment Management Consultants Association (IMCA) delivers investment consulting and wealth management credentials and educational offerings.
The Employee Benefit Research Institute (EBRI) encourages sound employee benefit programs and sound public policy.
Plan Sponsor Magazine is an online resource providing coverage of the US pension industry to plan sponsors and advisors.
Offers investment fiduciary education, practice management tools, and resources for fiduciaries and those who provide services to fiduciaries.