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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ALM’s Judy Diamond Associates Selected by United States Department of Labor as Vendor for Employee Benefits Data

New York, NY – December 3, 2015 – The Department of Labor (DOL) has awarded ALM's Judy Diamond Associates (JDA) a contract to supply mission-critical data on ERISA-qualified employee benefits packages including health, life, dental and retirement ...
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ALM’s Judy Diamond Associates Re-Launches American Directory of Group Insurance Plans

New York, NY – November 17, 2015 – ALM’s Judy Diamond Associates' announced today the re-launch of its flagship prospecting tool, The American Directory of Group Insurance Plans. Available immediately to all customers, the enhanced platform provides LinkedIn integration, presentation-ready plan reports and more than 100 searchable data elements all designed to support sales efforts and get providers in front of key decision makers faster ...
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ALM’s Judy Diamond Associates Analysis Reveals More Than 54,000 401(k) Plans Failed Nondiscrimination Testing

Washington, D.C. – May 19, 2015 – ALM’s 401(k) intelligence provider Judy Diamond Associates has released its annual study of corrective distributions required by 401(k) plans. This new research shows that 54,493 401(k) plans failed their most recent IRS nondiscrimination tests ...
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