ParticipantsMarch 29, 2017
DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a new study finds.ComplianceMarch 29, 2017
Experts warn that plan sponsors may face their own set of challenges if and when the DOL fiduciary rule is overturned by the new administration. ProductsMarch 28, 2017
The firm can issue an opinion letter to the plan sponsor or administrator that the plan, as timely amended to comply with IRS changes, continues to remain tax-qualified in form for the period since the plan's last favorable IRS determination letter or private opinion letter.ProductsMarch 28, 2017
The Empower Health Savings Account will provide plan participants access to a financial-planning solution that integrates retirement savings with health care savings, helping them prepare for health care expenses in retirement.AdministrationMarch 28, 2017
Leading homepages now provide more diverse selections of additional plan data, such as plan participation rates, average salary deferrals, number of properly diversified participants and various participant retirement readiness metrics, Corporate Insight found.ComplianceMarch 28, 2017
The bulk of the oral arguments focused on the definition of a church plan set forth in Section 3(33) of ERISA and whether deference should be given to Internal Revenue Service (IRS) letters granting church plan status to entities’ plans.Data and ResearchMarch 28, 2017
A study found programs running for at least 10 years are more successful than those that have only been carried out for one to two years, and suggests this may be because employers analyze the success of these programs and adapt it as they see fit.ComplianceMarch 28, 2017
One ERISA industry advocate directly engaged with members of Congress says he expects more proposals to emerge from Republicans seeking to “significantly alter our retirement system,” most likely as a part of tax reform.
ComplianceMarch 28, 2017
The IRS is asking for suggestions for a presentation on minimum present value requirements for DB plans.ParticipantsMarch 28, 2017
For faculty, when it comes to grading their own financial literacy—from budgeting to investing—this group of educators admit they’d give themselves a “B” grade.Ask the experts: (b)LinesMarch 28, 2017
“I’ve been reading about the remedial amendment period for 403(b) plan documents. Does this mean that pre-approved 403(b) plans will be available for use soon?”InvestingMarch 27, 2017
Just 10% of respondents to a survey by State Street say they view fiduciary duty as a barrier to ESG integration.ComplianceMarch 27, 2017
The only motion to dismiss by the defendants that the court granted concerned a claim that the 401(k) plan should have offered a stable value fund instead of a money market fund.