Smallest Companies Have Highest-Performing 401(k) Plans, ALM Intelligence Study Finds

New York, NY—March 20, 2017 — ALM Intelligence has published the results of the second annual 401(k) Plan Benchmark Report from its benefits unit, Judy Diamond Associates. This in-depth analysis from Judy Diamond Associates examined active 401(k) plans with at least one current participant and more than $3,000 in plan assets during 2015, the most recent fiscal year for which data is available. The approximately 500,000 plans evaluated for the benchmark report cover about 53 million eligible workers and an estimated $4.1 trillion in total assets across 26 industries.

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ALM’s Judy Diamond Associates Addresses DOL’s Proposed Form 5500 Changes

New York, NY—July 21, 2016 — ALM’s Judy Diamond Associates, the leading provider of Form 5500 data to both the insurance and financial industries, today announced its reaction to the recently proposed changes to the Form 5500. The proposed changes, published last week by the Employee Benefits Security Administration, call for significant modifications to the disclosure of employee benefits packages. Among the most prominent changes is a provision that will require small employers to file a 5500 for their health & welfare plans.

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Top-Performing 401(k) Plans Promote Participation & Receive Generous Employer Contributions, ALM Study Finds

New York, NY—April 20, 2016 — ALM’s Judy Diamond Associates announced today that it has published the results of its first annual 401(k) Plan Benchmarking Report. This comprehensive look at the U.S. 401(k) market examines the performance of nearly half a million employer-sponsored retirement plans, and concludes that “micro” 401(k) plans with between one and 10 participants tend to have the highest average account balances, participation rates, and employer contributions.

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