Compliance | November 23rd, 2022 ESG Is Now Permissible, But Not Required, Under ERISA The DOL rule is designed to reduce legal uncertainty and obstacles to ESG investment.
Compliance | November 8th, 2022 403(b) Plans May Apply for IRS Determination Letters Starting Next June The IRS will provide determination and termination letters to 403(b) plans beginning next June.
Ask the Experts | November 8th, 2022 What Kind of Payments Can a Hardship Request Cover When Buying a Home? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | November 4th, 2022 SEC Considers Making Swing Pricing Mandatory for Open-Ended Mutual Funds If adopted, the new rule would require most open ended funds to keep at least 10% of their assets in...
Compliance | October 19th, 2022 A Look at Proposed Regulatory Changes to Crypto and Retirement Plans The environment for crypto could change as it becomes more accepted in retirement products.
Data and Research | September 28th, 2022 Workers Delaying Retirement Has Doubled Since Last Year For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Compliance | September 16th, 2022 Suit Claims Janus Henderson Favored Its Own Funds in 401(k) Plan Case alleges firm put high-fee, underperforming proprietary funds in its retirement plan
Deals and People | September 15th, 2022 EBRI CEO Lori Lucas Announces Pending Retirement Lucas will stay at the helm through the end of the year while helping the research group source its next...
Investing | September 15th, 2022 Wilmington Trust Launches CIT Onboarding Tool The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts.
Data and Research | September 14th, 2022 Social Security Fears Drive Early Benefit Claims Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Compliance | July 5th, 2022 Hopes Are High for Lame-Duck Passage of SECURE 2.0 One retirement industry policy expert says the conversations she is having on Capitol Hill make her optimistic that the ambitious...
Benefits | June 23rd, 2022 Balancing Business Needs and Participant Support Retirement plans must meet the needs of the participants invested in them, but they are also an important business tool.
Data and Research | May 12th, 2022 401(k) vs. 403(b): Different Paths to Retirement Readiness Studies find differences in 403(b) and 401(k) plan design and participant behavior, but both plan types are increasing in importance...
Participants | January 20th, 2022 Record-Low 401(k) Trading Seen in 2021 The Alight Solutions 401(k) Index shows net 401(k) trading activity for 2021 was 0.53% of balances, the lowest annual figure...
Compliance | June 2nd, 2021 Senators Introduce Enhancing Emergency and Retirement Savings Act It would allow retirement plan participants and IRA holders to take money out of their accounts tax-free.
Products | May 25th, 2021 FPS, iJoin Streamline Rollovers from 401(k)s to IRAs The automated service is for accounts that have $5,000 or less.
Participants | May 24th, 2021 How to Get Participants to Really Think Twice About Early Withdrawals Educating participants and offering them guidance on rollovers can substantially reduce loans, hardship withdrawals and cash-outs, experts say.
Products | March 23rd, 2021 Automated Force-Out IRA Processing Now Available from iJoin, PenChecks The firms say it can help employers, who won’t need to respond to as many inquiries from former employees about...
Products | December 1st, 2020 Plan Start-Up Fees Waived by ShareBuilder 401k Plans set up in December can also include an initial 401(k) contribution from the business owner.
Data and Research | September 29th, 2020 Retirement Savings Could Be Hit for Years as Result of Pandemic, Natixis Says Its 2020 Global Retirement Index says making retirement opportunities more widely available, as well as plan features such as automatic...