Washington, D.C., August 5, 2014 – Judy Diamond Associates, the 401k plan intelligence provider of leading financial advisors, brokers and fund companies, today released an analysis of 401(k) plans by size, revealing that the smallest plans outperform the largest plans.
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Washington, D.C., June 24, 2014 – Judy Diamond Associates, the 401k plan intelligence provider of leading financial advisors, brokers and fund companies, today released a study revealing that 57,277 401(k) plans failed their most recent IRS nondiscrimination tests. These plans were required to return $794 million in 401(k) contributions to highly compensated employees, resulting in increased income taxes and lower retirement savings for the impacted participants.
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Combines PDR’s PensionPlanet.com with the Judy Diamond suite of data tools to broaden Summit’s reach and services in the qualified retirement plan market
New York, NY, June 9, 2014 –Summit Professional Networks today announced the acquisition of Pension Data Resources, Inc., known best in the industry by its PensionPlanet.com brand. Pension Data Resources, founded in 1987, provides Form 5500 pension/retirement plan data and information services to individual financial advisors and enterprise financial institutions. Summit owns Judy Diamond Associates, a suite of pension/retirement and health/welfare prospecting and plan analysis tools. The acquisition expands Summit’s position as a leading provider of data-driven prospecting, plan analysis and strategic planning tools to financial advisors, retirement professionals, and financial institutions.
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Washington, D.C., June 3, 2014 – Judy Diamond Associates, the 401(k) plan intelligence provider of leading financial advisors, brokers and fund companies, today released an analysis of the retirement industry that revealed that approximately one-fifth of the assets held in large 401(k) plans are held by retirees or pre-retirees who have not yet rolled out of their plans. The research indicates that there is an enormous opportunity for financial advisors to assist works transitioning into new retirement plans.
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Washington, D.C., May 13, 2014 – Judy Diamond Associates, the 401(k) plan intelligence provider of leading financial advisors, brokers and fund companies, today revealed which states are experiencing the strongest relative growth in new 401(k) plans.
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Washington, D.C., April 29, 2014 – Judy Diamond Associates, the 401(k) plan intelligence provider of leading financial advisors, brokers and fund companies, today released an analysis that reveals major differences in performance of 401(k) plans across industries.
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Washington, D.C., April 29, 2014 – Judy Diamond Associates, the 401(k) plan intelligence provider of leading financial advisors, brokers and fund companies, today released an analysis that reveals major differences in performance of 401(k) plans across industries.
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Washington, D.C., April 16, 2014 – Judy Diamond Associates, the 401(k) plan intelligence provider of leading financial advisors, brokers and fund companies, today released an analysis of plan performance indicators, revealing the five most common 401(k) plan red flags.
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Washington, D.C., April 1, 2014 – Judy Diamond Associates, the 401k plan intelligence provider of leading financial advisors, brokers and fund companies, today released an analysis of the top states with the fastest growing average 401k account balances per participant, revealing that solid market returns drove nationwide growth last year.
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Washington, D.C., March 18, 2014 – Judy Diamond Associates, the 401k plan intelligence provider of leading financial advisors, brokers and fund companies, today released an analysis of national retirement preparedness by industry, revealing that 401k plans sponsored by the Utilities industry showed the greatest positive trends over the past five years. Continue reading