IRS Publishes 2020 Required Amendments List
There are no changes in requirements that generally require an amendment, but there are two changes that may require one.
Latest News
Retirement Industry People Moves
TIAA president and CEO announces retirement; Aegon AM selects head of Client Strategy; and Smart introduces new executive team.
Teva Pharma Excessive Fee Case Reaches Sizable Settlement
The pharmaceutical company has agreed to pay more than $2.5 million to settle an ERISA excessive fee lawsuit, out of which up to $850,000 can be paid to...
Rules for Retaining Benefit Plan Records
Electronic filing is popular, but benefit plan sponsors need to know the rules about what documents can be stored digitally and how.
How Human Capital Should Dictate Asset Allocation
One's age should determine proper asset allocation, as well as retirement savings rates, speakers at DCIIA's Academic Forum said.
Products |
Investment Product and Service Launches
Conning adds Climate Risk Reporting and Scenario Service; Morningstar integrates ESG factors; and T. Rowe Price establishes separate investment management group.
Benefits |
What Happens When Student Loan Payment Deferral Ends?
Employers can steer employees to help when they have to restart student loan debt repayments, and there is hope that more government help is on the horizon.
Measuring the Financial Impact of ESG Factors on Investments
Measuring the materiality of each factor and considering the changes that have occurred in 2020 are important, according to speakers at DCIIA's Academic Forum.
Retirement Plan Investors May Be Looking for Investment Standouts
While asset managers are optimistic that market conditions will stabilize and improve, they still point to strategies investors can consider in the current environment.
Benefits |
New Financial Education Strategies Anticipated After Biden Win
With a new president coming into the White House in 2021, experts are banking on new plans for financial education in the future.
Products |
Mesirow Gets Into the PEP Business
Newport Group will be the recordkeeper for the pooled employer plan.
The Difference Between Fee-Based and Fee-Only Advisers
It’s important to know how advisers get paid, as well as whether those sources of income could cause a problem for retirement plan sponsors or participants.
Refocusing on Retirement Plan Initiatives in 2021
Plan sponsors need education about SECURE Act provisions and should increase their focus on employee financial well-being, webinar presenters said.
Products |
Principal to Launch PEP, Says More to Come
The firm is targeting its pooled employer plan at startups and companies with up to $10 million in retirement plan assets.
Benefits |
Employers Increasingly Interested in ICHRAs as a Health Benefit Offering
This new benefit option allows employers to keep their costs fixed by giving employees the opportunity to manage their own health care benefit choices, says Willis Towers Watson.
Products |
PenChecks Streamlines Retirement Distribution Processing
The firm says its new platform is meant to make it easier to handle retirement plan distributions.
Retirement Industry People Moves
Newport purchases PAi; Hub acquires Leading Edge businesses; and more.
Boeing Defeats Stock Drop Suit Tied to 737 MAX Crashes
Plaintiffs in stock drop lawsuits have had very limited success establishing standing under a precedent set by the landmark Supreme Court decision Fifth-Third v. Dudenhoeffer.
With Savings on the Decline, Health Care Workers Less Optimistic About Retirement
A third are planning changes to their retirement date, with the majority planning to delay it.
Pension Fund Climate Change Lawsuit Settles
A case in Australia could have implications for duties of retirement plan fiduciaries around the world.