Data and Research | December 17th, 2024 Pooled Employer Plan Assets Reach $10B, Cerulli Reports PEPs are gaining traction among 401(k) sponsors across different plan sizes.
Data and Research | October 29th, 2024 Plan Sponsors May Be Paying Too Much in DC Plan Fees Some 80% of companies were spending more than efficient pricing for 401(k) and 403(b) plans, Abernathy Daley 401k Consultants survey...
Ask the Experts | September 17th, 2024 Can Self-Certification be Used for Unforeseeable Emergency Distributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 13th, 2024 How Does SECURE 2.0’s Mid-Year Termination of SIMPLE IRAs Work? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | May 14th, 2024 Industry Experts Reimagine How ‘Retirement Savings Can Build Wealth for Everybody’ In a webinar hosted by the Aspen Institute, retirement industry leaders discuss how the current defined contribution system fails to...
Administration | May 13th, 2024 Fidelity Investments Reorganizes Rutland Square Trust II Fidelity is seeking agreement from shareholders to reorganize funds offered through Fidelity Personal & Workplace Advisors LLC by RIA Strategic...
Benefits | April 5th, 2024 Labor Economist Says 401(k) Era Is Ending Kathryn Edwards, a labor economist and TikTok star, extolled the value of thrift savings plans and examined the status of...
Benefits | April 1st, 2024 Know Your DC Plans Tax-exempt, church and governmental employers have a wide range of considerations when picking what retirement plan, or plans, to offer.
Administration | March 28th, 2024 Ascensus Adding $3.9B to Recordkeeping Assets with Acquisition Purchase will bring in-house Mutual of Omaha's 401(k) business, to which it had provided outsourced services for years.
Benefits | March 27th, 2024 Empower Sets Small-Plan Push as Plan-Creation Wave Predicted Research from Cerulli Associates forecasts nearly 40% growth in the number of 401(k) plans by 2030, based on federal and...
Benefits | March 22nd, 2024 Molina Healthcare Close to Win in ERISA Lawsuit A California federal judge’s ruling in an ERISA lawsuit against Molina Healthcare provides a window into this court’s thinking on...
Investing | March 20th, 2024 Can March Madness Improve Financial Literacy? The Council for Economic Education offers lessons related to the annual NCAA basketball tournaments to help engage students on economics...
Products | February 22nd, 2024 Hub Launches New PEP for Small Employers The new pooled offering is designed for companies with fewer than 100 employees.
Products | February 15th, 2024 Investment Product and Service Launches F&G Annuities & Life launches RILA; iCapital announces tool designed to build stronger portfolios; and CAPTRUST joins list of advisories...
Compliance | December 15th, 2023 Clorox Files for Dismissal of Complaint Over 401(k) Forfeitures The company's motion defends the plan's actions, stating that the committee followed IRS guidance and outlined its use of forfeitures...
Benefits | December 13th, 2023 Unum Group Sees Early Success With Emergency Savings Program The insurance provider launched its emergency savings program in April, allowing participants to contribute up to $10,000 to the account...
Data and Research | December 8th, 2023 State Auto-IRA Programs Push Small Employers to Adopt 401(k) Plans Small firms in Colorado and Oregon launched 401(k) plan offerings after auto-IRA programs were enacted in those states, according to...
Data and Research | December 7th, 2023 Inflation, Credit Card Debt Drives Up 401(k) Loans, Hardship Withdrawals Empower’s annual report mining data from 5.3 million workplace plan participants shows saver strains amid ‘steady’ deferral rates.
Compliance | October 11th, 2023 PLANSPONSOR Roadmap: SECURE 2.0 GPS Experts review the road map for current and upcoming dates of the retirement legislation.
Benefits | August 23rd, 2023 Iowa, Idaho, and Montana Rank Best For Access to Retirement Plans in the Workplace Florida, Georgia, and Rhode Island rank lowest, according to analysis from the Economic Innovation Group.