Uncategorized

Age-60 catch-ups and Roth provisions will be especially difficult for government plans to implement.

Federal Reserve Chairman Jerome Powell says the FOMC remains 'strongly committed to bringing inflation back down to our 2% goal.'

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.

Mirae Asset Mutual Fund launches Smart Beta ETF; Brown Advisory introduces Sustainable Value Mutual Fund; Modern Capital releases Capital Tactical Opportunities Fund; and more.

State and local government employers can bolster the retirement and overall financial security of workers with expanded access to emergency savings benefits.  

Legislation gets wide acclaim as a positive reform in the retirement sector as passage hinges on House vote.

Standardized processes can help plans identify vendors who excel at providing data protection for the retirement industry.

Firms concerned with protecting accounts and data are increasingly vigilant about the need to strengthen and safeguard their systems.

Despite turbulent year, auto-enrollment continues to thrive, with opt outs lower than expected.

Himes tells the Investment Adviser Association of the bipartisan support for SECURE 2.0, and shares his views on sanctions.

The new digital platform will use data-driven insights to provide personalized guidance to help individuals achieve their financial goals.

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

401(k) savings rates remained near record levels.

Higher stock prices were partially offset by a drop in discount rates.

Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.

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

And now it's time for some FRIDAY FUN!

The website keeps tabs of multiemployer plans that have received the Pension Benefit Guaranty Corporation’s special financial assistance. 

Northern Trust Asset Management suggests that institutional investors take a look at junk bonds and natural resources stocks.

Few institutional investors are making dramatic allocation changes for next year, but most will make tactical moves that reflect the new realities of the COVID era.