Compliance | December 1st, 2022 Senator Cardin Worried SECURE 2.0 Won’t Pass This Year The Maryland Democrat expressed concern at an industry conference that there might not be enough time in this legislative year...
Compliance | November 29th, 2022 The Mid-Term Results and What They Mean for ESG and SECURE 2.0 ESG strategists may experience greater uncertainty when Republicans take over the House, but supporters of SECURE 2.0 can still expect...
Compliance | November 23rd, 2022 A Time For Plan Sponsors To Complete 2022 Year-End Amendments and Operational Compliance Late November means Thanksgiving and colder temperatures, and for retirement plan sponsors—detailed in blog post by Groom Law Group—the time...
Compliance | November 18th, 2022 SECURE 2.0: What’s Not to Like? Nothing, Apparently. It is becoming harder and harder to find a party who offers anything other than support for SECURE 2.0.
Compliance | November 14th, 2022 What SECURE 2.0 Could Mean For Emergency Savings The SECURE 2.0 retirement reform package contains various emergency savings provisions designed to boost Americans’ financial security and the long-term...
Compliance | November 11th, 2022 DOL Clears Question over Plan Sponsor PEP Member Responsibility for Fidelity Bonds The department Labor replied with information for the SECURE Act amendments to ERISA that relate to the bonding requirements under...
Compliance | October 31st, 2022 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.
Compliance | October 26th, 2022 ERIC Calls for SECURE 2.0 To Pass This Year In addition to voicing its support, ERIC also offered recommendations and criticism on various provisions in the legislation.
Administration | October 20th, 2022 Annuities Gain Steam as Part of Target-Date Funds Cerulli retirement research shows consultants favor TDFs with guaranteed income for plan sponsors’ lifetime income options.
Benefits | October 12th, 2022 Aon PEP Passes Assets Milestone Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.
Benefits | September 29th, 2022 Congressman Jim Himes Optimistic SECURE 2.0 Will Pass Himes tells the Investment Adviser Association of the bipartisan support for SECURE 2.0, and shares his views on sanctions.
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.
Products | August 26th, 2022 Dated Thinking May Be Holding Back Annuities Rising interest rates and increased market volatility could drive plan sponsors to take a fresh look at incorporating annuities.
Administration | August 2nd, 2022 IRS Updates Life Expectancy Tables for Retirees The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.
Data and Research | July 26th, 2022 Mega DC Plans Nudge Workers to Increase Savings The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...
Compliance | June 7th, 2022 Markup Scheduled for RISE & SHINE Act Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which...
Compliance | May 27th, 2022 Senators to Propose Retirement Bill Tackling Emergency Savings Murray and Barr bill would address retirement and emergency savings.
Compliance | May 26th, 2022 Department of Labor Announces Final Form 5500 Changes The changes to Form 5500 for defined contribution and defined benefit plans are modest.
Data and Research | May 17th, 2022 Three in Four Small Businesses Don’t Offer a 401(k) Plan Lawmakers and states are making efforts to address the perceptions that some businesses are too small to offer a plan...