ERISA attorney Marcia Wagner gives her take on the retirement plan lawsuits that have recently been appealed to the Supreme Court.
Additional conclusive information about environmental, social and governance (ESG) investment performance may help retirement plan sponsors be less wary about making ESG investment decisions.
Word on the Hill is that the Senate may decide to take up the House version of the SECURE Act as-is—and sooner rather than later.
INSIDE THE MAGAZINE PLANSPONSOR APRIL/MAY 2019
Reflecting on the much-anticipated House vote, Kevin Walsh, principal with Groom Law Group, said today is an important day for the retirement industry, but it’s not the end of the story.
The item on the Department of Labor’s (DOL)’s regulatory agenda has moved from a final rule expected in September to a notice of proposed rulemaking in December.
Researchers argue that financial illiteracy impedes plan participants’ ability to determine how to invest their savings, and propose mandated employer-provided financial education to address limited employee financial literacy.
Data from LIMRA Secure Retirement Institute shows a 240% increase in pension risk transfer activity in the first quarter of 2019 relative to the same period in 2018.
A report from the National Institute on Retirement Security shows spending from retirees that receive income from multiemployer pension plans helps the economy, but that could be affected if the multiemployer pension crisis is not resolved.
Health savings account (HSA) holders are encouraged to save the money in their accounts for long-term health care expenses, but the less they use their accounts, the greater the risk for fraud and identity theft.
A pension risk transfer (PRT) to terminate a defined benefit (DB) plan reflects heavily on a plan sponsor’s balance sheet, which may stop in its tracks a decision to do so.
At a House Committee on Education and Labor hearing, witnesses and lawmakers spoke about the issue of age discrimination in the workforce—agreeing that employers benefit from retaining older workers.
A report from NARPP shows participant engagement with retirement plan providers is declining and reveals what participants say could improve their trust in providers.
A previous Schwab analysis found retirement plan participants in advised self-directed brokerage accounts (SDBAs) displayed a more diversified asset allocation mix and had a lower concentration of assets in particular securities than those in non-advised accounts.