Talking with Thea Ammon of OneAZ Credit Union, a 2024 PLANSPONSOR of the Year finalist.

Nationwide adds new leaders to its emerging markets team; Group Plan Systems hires a TPA expert; SEI names a new executive vice president; and more. 

A Texas federal court judge sides with insurers, issues a preliminary injunction of the fiduciary rule.

Vanguard research ‘forcefully shows’ modern plan design features like automatic enrollment promote retirement savings participation across racial and ethnic backgrounds.  

Voters agree that federal funding for Social Security needs to be addressed, but it is unclear if politicians will listen and act, say experts at an NIRS webinar.

Milliman goes with Hueler’s annuity marketplace for participants; vWise offers AI-generated video creation for participants; Paychex PEP offering tops $1B in assets; and more.

According to a survey conducted by the Employee Benefits Research Institute, military households are more likely to have a higher level of financial assets and are less concerned about debt.

The growth is the highest for the first six months of any year since LIMRA started tracking sales in the 1980s. 

A review of topics plan sponsors should consider as they review their plans before the 2024 enrollment season.

Employers can limit their exposure with documented, prudent processes for selecting health plan providers and pharmacy benefit managers.  

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

According to the latest Pension Benefit Guaranty Corporation projection report, solvency is expected for both insurance funds.

The Texas court will re-hear the challenge to the 2022 Department of Labor rule on 401(k) plan investing, now without relying on Chevron deference.

The changes apply to annuities, Roth sources and spousal beneficiaries.

The system comes shortly after the DOL amended a rule to include Chapter 7 bankruptcies.