Compliance | April 7th, 2025 Tuberville Reintroduces Bill to Reverse Retirement Plan Crypto Warning The Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency investments in 401(k) accounts.
Administration | March 14th, 2025 Retirees Taking 1st RMDs Must Do So by April 1 The IRS rule applies to most participants in workplace retirement plans and all traditional IRA owners.
Ask the Experts | February 25th, 2025 How Do Section 415 Contributions Limits Work Across Plan Types? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | February 11th, 2025 Will Plan Sponsors Need New Catch-Up Deferrals for High Earners in 2026? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions | February 5th, 2025 How Plan Sponsors Can Benefit in the Evolving 401(k) Competitive Landscape The key factors that differentiate between recordkeepers are changing, which means companies should adjust their requests for proposals accordingly.
Products | January 9th, 2025 Product & Service Launches AllianzIM brings buffer allocation ETFs to market; Ibexis Life & Annuity announces new fixed-index annuity series; Payroll Provider Green Leaf...
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.
Ask the Experts | July 16th, 2024 How Do 402(g) Limit Calculations Work in Non-Calendar-Year Plans? 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...
Products | May 9th, 2024 AllianceBernstein Expands Access to Secure Income Portfolio Plan sponsors can access the AllianceBernstein Secure Income Portfolio.
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...
Data and Research | April 5th, 2024 Mutual Funds See First Net Inflows in More Than 2 Years Despite net inflows to mutual funds in February, reversing the long-term trend of outflows is unlikely, according to analysts.
Benefits | April 4th, 2024 DOL Attains Court Order Directing Defunct Firm Restore Missing 401(k) Money A federal court in Maryland ordered a defunct engineering company and its owner to pay $388,458 to restore missing contributions...
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...