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Plan sponsors dig deeper into data to define and measure the success of their retirement plans against the backdrop of auto-enrollment.

The Department of Labor keeps working to implement provisions of 2022’s SECURE 2.0 Act alongside further rules for retirement and health benefits.  

Group questions authority of Acting Labor Secretary Julie Su to approve any final rulemaking.

Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.

The credit union aims to bolster each of its workers’ financial health with a $400 deposit.

Regulator offers clarification on automatic features, start-up credits and Roth employer contributions.

KKR Income Opportunities Fund Q3 2023 investor recorded webinar now available; Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF; Alpha Blue Capital Management LP enters Active ETF...

Retirement Clearinghouse says many participants with balances of $7,000 or less will avoid leakage of savings when changing jobs.

A comparison of the SECURE 2.0 Act of 2022 provisions taking effect in 2024 and prior law, where applicable, according to Groom Law Group, Chartered. 

The amendments keep pre-approved plans in compliance with changes to tax law.

Ascensus and FuturePlan add regional and sector sales heads; EBRI taps Segal executive for board of directors; SEI asset management head to step down; and more. 

The Institutional Retirement Income Council expects more plan sponsors to implement in-plan retirement income solutions in the new year. 

The original rule, had it not been vacated by a federal court, would have significantly relaxed the parameters for creating an association health plan.

According to the recordkeeping giant, the proposal would reduce plan and participant access to sales conversations and recordkeeping services.

While participation in 401(k) plans dropped in 2022, 403(b) plans saw increased participation rates, according to the Plan Sponsor Council of America’s recent survey.

Morgan Stanley at Work unveils technology enhancements; John Hancock Investment Management launches active international equity ETF; PGIM releases 4 active ETFs.

Using retirement plan data and a mission statement to define and measure success.

The two firms will operate independently, with a “connected platform” linking NFP to Aon.

The insurance industry and consumer advocates have taken polar opposite views on the controversial DOL proposal.