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Experts agree that outsourced chief investment officers take on more duties than 3(38) investment managers.

Few are discussing the impact of inflation with a financial professional or looking for a financial product that can increase their income to help address inflation.

Experts say it is important to encourage health savings account holders to invest their money, as doing so increases their balances four-fold.

The two candidates differ in their approaches to several key areas of importance in the retirement planning industry.

It is no small challenge to wrap one’s head around the current regulatory framework surrounding health savings accounts.

Experts at the session, held as part of the 2020 PLANSPONSOR HSA Conference, discussed incorporating health savings accounts and 401(k) plans into a holistic plan design.

The legislation proposes expanding automatic enrollment in retirement plans, and expanding retirement savings options for nonprofit employees, among other things.

Younger employees are heading into freelance or gig work—whether that’s their first choice or not.

Most contribution and benefit limits for employer-sponsored plans remain unchanged for 2021, according to the IRS.

A revenue ruling addresses income tax withholding and reporting, and a revenue procedure adds to the list of waivers of the 60-day rollover requirement.

A memorandum issued by the president first orders three departments to review the situation for Delphi retirees, then orders a review of pensions currently trusteed by the PBGC.

Findley to join USI; Groom Law Group selects litigators for ERISA practice; Robeco appoints insurance analytics head; and more. 

Actions detrimental to employees’ long-term financial security have increased 50% since April, and illustrations show the effect of some of those actions on account balances at retirement.

The agency could see a premium income loss of $196 million for the 2019 premium payment year, but certain trade-offs make it hard to tell if the PBGC’s...

Gen Xers are in unique situations for which they need education and help to boost their retirement readiness. 

Younger workers appear to be much more comfortable than their older peers when it comes to negotiating for access to equity-based compensation.

The investment firm has also added personalized financial wellness digital capabilities.

In December, Nationwide will introduce a new in-plan fixed indexed annuity to provide principal protection with potential for growth based on the return of an index.