Benefits |
Where SECURE 2.0 Comes Up Short
The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.
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Comment Period Ends for IRS Proposal on Remote Notarization
Thursday was the final day to submit comments on the December 2022 IRS proposal to allow remote notarization for many retirement plan changes and actions.
NAGDCA Says Government Plans Need More Time to Comply With SECURE 2.0
Age-60 catch-ups and Roth provisions will be especially difficult for government plans to implement.
Fed Continues Inflation Fight Despite Banking Failures
Federal Reserve Chairman Jerome Powell says the FOMC remains 'strongly committed to bringing inflation back down to our 2% goal.'
Biden Uses First Veto to Uphold DOL ESG Rule
Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.
Products |
Investment Product and Service Launches
Mirae Asset Mutual Fund launches Smart Beta ETF; Brown Advisory introduces Sustainable Value Mutual Fund; Modern Capital releases Capital Tactical Opportunities Fund; and more.
Public Service Workers Face Retirement, Financial Security Concerns
State and local government employers can bolster the retirement and overall financial security of workers with expanded access to emergency savings benefits.
With SECURE 2.0 Through The Senate, Retirement Experts Widely Endorse House Approval
Legislation gets wide acclaim as a positive reform in the retirement sector as passage hinges on House vote.
Not a Cybersecurity Expert? No Problem
Standardized processes can help plans identify vendors who excel at providing data protection for the retirement industry.
Cybersecurity Concerns Require Attention From Sponsors, Participants and Recordkeepers
Firms concerned with protecting accounts and data are increasingly vigilant about the need to strengthen and safeguard their systems.
Benefits |
U.K. Nest Pension Auto Enrollment Remains ‘Robust’
Despite turbulent year, auto-enrollment continues to thrive, with opt outs lower than expected.
Benefits |
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.
Products |
Voya Launches Workplace Benefits and Financial Guidance App
The new digital platform will use data-driven insights to provide personalized guidance to help individuals achieve their financial goals.
How Do You Determine Catch-Up Contributions in a 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Plans Outperformed the S&P 500 During a Volatile Second Quarter
401(k) savings rates remained near record levels.
Modest Changes to Corporate DB Plans’ Funded Status Seen in July
Higher stock prices were partially offset by a drop in discount rates.
Lower Equity Values Pull DB Plans’ Funded Status Lower
Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.
Are Distributions From a 403(b) Subject to the WEP Provision?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Lawmakers Unveil Multiemployer Pension Rescue Tracker
The website keeps tabs of multiemployer plans that have received the Pension Benefit Guaranty Corporation’s special financial assistance.