Better Late Than Never: New Bill Would Permit CITs in 403(b)s
A bill is planned to amend securities laws, close a SECURE 2.0 loophole and clear the way for CITs in 403(b) plans.
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Benefits |
2023 HSA Conference: Health Care or Retirement Savings Benefit?
The answer is that it can be both, but may depend on their employee pool, according to panelists at a PLANSPONSOR HSA Conference.
Benefits |
2023 HSA Conference: The Business Case for Offering HSAs
Panelists discussed the benefits of offering health savings accounts and some best practices for employers.
Retirement Industry People Moves
Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.
Benefits |
How Employers Select HSA Providers
A diverse group of plan sponsors spoke about their decision-making process to choose a health savings account provider.
HSA Conference: Flexible Tax Advantages Abound
Experts point out the many similarities between HSA contributions and 401(k) plan contributions at the PLANSPONSOR conference.
Forced Retirement Doesn’t Make Sense Today, Experts Say
The current economy needs older workers, according to speakers at a Thursday panel discussion.
Senate Committee Holds Confirmation Hearing for Acting Secretary of Labor Su
SECURE 2.0 implementation and missing participants were among the topics discussed.
Products |
Investment Product and Service Launches
Beacon Capital Management launches tactical risk ETF; MassMutual announces fund investing in diverse-led businesses; and more.
Eversource Energy Agrees to Settle 401(k) Lawsuit for $15 Million
The settlement from a case brought in 2020 received preliminary approval from a federal judge in Connecticut.
House Republicans Air SEC Grievances at Oversight Hearing
The SEC proposal on swing pricing criticized for potential harm to retirement investors, especially those located in the West.
Thiele to Chair American Benefits Council’s Policy Board of Directors
The employer advocacy and policy group has selected Microsoft VP Fred Thiele to replace Tracy Watts as the policy board’s chair.
Products |
MetLife, Savi to Help Public Sector Employees Identify Loan Forgiveness Opportunities
Participants can use Upwise, MetLife’s financial wellness platform, to navigate their eligibility for various student loan forgiveness programs.
Plan Sponsors Have Lots to Prep for SECURE 2.0 Compliance
Whether legislated changes take effect now or down the road, communication with recordkeepers and participants will be crucial.
Products |
State Street Partners with Annexus For Retirement Income TDF
The firms partnered on a retirement investment that includes a guaranteed income annuity.
Mutual of America Agrees to $2.75 Million 401(k) Lawsuit Settlement
Subject to court approval, the retirement plan services and investments provider will pay participants in a class action case who alleged it charged excessive fees.
Benefits |
Several States Approve COLA Increases for Pension Funds, Other States Still Considering
COLA boosts to pension distributions have been proposed in Pennsylvania and Texas, while they have already been announced in Maryland and Rhode Island.
DC Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Benefits |
Employees Favor SECURE 2.0 Mandates, Larger Matches
Plan sponsors may bolster retirement plan engagement and contributions with SECURE 2.0 enhancements, a Natixis survey shows.
Report Reveals Increase in Number of Workers Delaying Retirement
Employees are now more than twice as likely to describe their personal finances as fair or poor, as they are to call them good or excellent, John Hancock...