Tag: SECURE Act

Advertised as a more cost-efficient and less burdensome way for small employers to offer a retirement plan, pooled solutions may...

The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

The post-Thanksgiving rule proposal will require a close look and potential plan design changes in the coming weeks for employers...

Research from the MissionSquare Research Institute shows that with defined benefit pensions not providing enough for full retirement, plan design...

The plan sponsor will add flexibility to a program that allows workers to use paid time off to repay student...

Average retirement account balances increased by 5% from last quarter, in positive movements.  

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Aon is betting on further pooled employer plan growth with added headcount.

Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.

The sweeping retirement reform will usher in both short- and long-term efforts to expand retirement savings to more Americans.

Late November means Thanksgiving and colder temperatures, and for retirement plan sponsors—detailed in blog post by Groom Law Group—the time...

The department Labor replied with information for the SECURE Act amendments to ERISA that relate to the bonding requirements under...

Cerulli retirement research shows consultants favor TDFs with guaranteed income for plan sponsors’ lifetime income options.

Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.  

The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts.