Understanding Contribution Limits on Unrelated Entities and Across Plan Types
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 401(k) plan
HSA Conference: Flexible Tax Advantages Abound
Experts point out the many similarities between HSA contributions and 401(k) plan contributions at the PLANSPONSOR conference.
Increased Cashouts at Job Separation Highlight Need for Auto-Portability
Despite incurring a 10% penalty for cashing out retirement savings early, research found that many employees liquidate 401(k) accounts when...
Does the SECURE 2.0 Student Loan Provision Require a Matching Contribution?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
Where SECURE 2.0 Comes Up Short
The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.
BlackRock Invests in Fintech 401(k) Provider Human Interest
Human Interest CEO says minority stake from BlackRock will help hiring in areas including product, engineering, and customer acquisition.
Retirement Contributions Break Records in 2021
Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new...
Exploring ESG Investing: An ESG Path Forward
Asset allocators Zach Stein and Andrew Siwo discuss different approaches to ESG and sustainable investing .
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Comparative 401(k) Tool Is Released To Public
The analytics tool is now available to plan providers, plan sponsors and plan participants.
Washington Insiders Offer Timeline Update on SECURE 2.0
Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.
Economists Say Enjoy Your Youth and Save Later
Research in the Journal of Retirement argues that most workers in their 20s should wait until middle age before saving...
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Partnership Expands Retirement Plan Coverage to Underserved Markets
The service from Transamerica, Smart, and Finhabits is meant to be an affordable alternative to state-mandated retirement plans.
What Qualifies as an ‘Immediate and Heavy Financial Need’ Under Hardship Withdrawal Rules?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
Plan Sponsors: Act Now to Link Student Loan Forgiveness and Retirement
Alight Solutions offers tactics for plan sponsors to boost workers’ 401(k) deferrals following the president’s student loan forgiveness announcement.
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DCIIA Publishes Resource for Introducing a Retirement Tier in DC Plans
A new series of papers aims to provide plan sponsors a framework for supporting near retirees and retirees in preparing...
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Huntington National Bank, Pai Announce New Partnership
The partnership seeks to provide support for small business with their employer-sponsored retirement programs.
401(k) Participation is High, But Few Contribute Up To IRS Limit
Gen Z women surpass the men in accumulated retirement savings with higher account balances on average, says a new report.
Biggest Investor Worries Are Inflation and Recession Risk
Investors put heavier weight on retirement income protection than financial professionals.
Benchmark Properly for Access to Alternatives
After precedent-setting decisions, plan sponsors may have a clearer road ahead for incorporating alternative investments in defined contribution plans.
2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced
Awards were given in nine categories representing various plan types and sizes.