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A “state of the industry” report from recordkeeper Ubiquity finds 62% of plan sponsors expect a recession, with 47% seeing 401(k) loan requests coming from participants.

The reforms complement the student loan matching provision and make it easier to use ABLE and 529 accounts for college savings.

Quest Diagnostics’ 401(k) profit sharing is the target of a new retirement plan lawsuit alleging excessive fees for investments.  

NIRS report shows pension expenditures supported $1.3 trillion in economic output in the first year of the pandemic.

The USI Insurance Services 2023 Employee Benefits Market Outlook Report outlined employer strategies to reduce the impact of rising health-care costs.  

Eric Partlan, MassMutual’s head of portfolio management, will replace retiring CIO Tim Corbett.

The RMD change is straightforward, but the catch-up change, not as much.

EBSA's agenda includes speaking with plan sponsors, service providers and plan participants; asking what regulators can do to help increase PEP growth.

SECURE 2.0 creates new tax credits and requires automatic features that will shape plan creation going forward.

Plaintiffs have alleged excessive fees for recordkeeping and administrative services and for an available managed account in a retirement plan lawsuit against U.S. Bancorp.

RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.

One of the original three bills of SECURE 2.0 did contain such a provision, but it was ultimately dropped.

The rule would codify relief from ‘physical presence’ rules for retirement plan elections that was first granted during the height of the COVID-19 pandemic.

The Department of Labor alleges that a Houston sports agency used retirement assets to operate the company.

The service was found to be in a legal safe harbor, but the case continues against the plan adviser.

When a former worker at medical technology company BD sought distribution of his vested and accrued retirement assets, the firm said it had no record of his individual...

Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.

Participants of a retirement plan sponsored by Ventura Foods allege that Ventura’s mismanagement cost their retirement savings significantly.

What are some of the challenges in offering emergency savings benefits?

SECURE 2.0 will make backloading easier and clarify the test process.