Innovative Speaks in Dallas!
At the Fall 2011 United Benefit Advisors (UBA) Meeting in Dallas, Innovative’s own Mark Sulpizio and Terriann Procida spoke to over 300 members from across the country. Recognized as experts […]
Tibble v. Edison International, A Lesson in Revenue Sharing
When you sponsor a retirement plan you, or someone you appoint, are responsible for making many important decisions associated with the plan such as investment options and service providers. Informed […]
Notice Published in Federal Register on Lifetime Income Options for Retirement Plans
The Agencies published in the Federal Register a request for information (RFI) regarding whether, and, if so, how, by regulation or otherwise, it would be appropriate for them to enhance […]
5500 Efast Filing
As you may already be aware, new regulations were recently passed requiring all sponsors of qualified plans to file their Form 5500 and accompanying schedules electronically beginning January 1, 2010. […]
IBP sponsors 401(k) Educational Luncheon
Mark Sulpizio, a founding partner at IBP, was the presenter at a qualified plan educational luncheon held at Union Trust Steakhouse in Philadelphia on Thursday, July 22 2010. At the […]
Fiduciary Update – The SEC and Target Date Branding
As discussed at our recent fiduciary luncheon events, the regulatory agencies are continuing to look at target date funds. Last week, the commissioners at the SEC approved new regulations regarding […]
Innovative Sponsors 401(k)/403(b) Fiduciary Luncheon
Mark Sulpizio, a founding partner at IBP, presented a workshop on the added fiduciary responsibilities plan sponsors will face due to the upcoming Department of Labor 408(B)(2) regulations at Ruth’s […]
March 2010 Retirement Plan Update Part 1
It has been a busy year in Washington with stimulus, cap and trade and health care dominating the headlines. Behind the scenes, it has also been a busy year for proposals that will […]
