Latest
Pittsburgh Adviser Pleads Guilty to Impersonating EBSA Employee
The impersonator falsely identified plan compliance issues and recommended that sponsors name him as their plan administrator.
NJ Medical Center Group Accused of 403(b) Mismanagement
Participants allege breaches of fiduciary duty in ‘at least five interrelated respects.’
SEC-Approved FINRA Rule Opens New Path for Sharing of Private-Market Projections
Attorneys say the change could help broker/dealers distribute private-fund materials containing targeted returns, while requiring new policies and disclosures.
Benefits |
How to Optimize Open Enrollment
Experts share best practices for sponsors to help encourage wise benefit elections by participants this fall.
September Investment Losses Cut Public Pension Funded Levels
Milliman found that the 100 largest U.S. public pension funds fell to 87.4% funded in Septmber from 89% in August.
Capital Group’s Appeal to SCOTUS Puts into Question Participant Standing in Plan Litigation
The long-standing practice of participants suing on behalf of other plan members, the subject of differing appeals court decisions, could...
Are Federal Taxes Withheld From a Distribution of Contributions Exceeding 402(g) Limits?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.















