The DOL’s Cybersecurity Guidance in Practice
Experts share insights about implementing the guidance and warn that plan sponsors can expect investigations from the agency now that there are guidelines.
Latest News
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Investment Product and Service Launches
NTAM announces new ESG score; Vanguard expands access to private equity; and MSCI builds private infrastructure modeling service.
You’ve Overpaid Retirement Benefits to a Participant … Now What?
Overpayments are more common than many sponsors think; they should understand the steps they can take to get the money back.
New York Secure Choice Savings Program Could Become Automatic
A proposal passed by a wide margin in the New York State Assembly would ensure that private-sector employees are automatically enrolled into the Secure Choice Savings Program, and...
Employees More Engaged With HSAs Over the Past Year
More employees contributed to health savings accounts, and employees increased contributions to their HSAs in 2020, according to Bank of America data.
Trio of Senators Introduces Retirement Reform Bill
The Improving Access to Retirement Savings Act parallels, but does not exactly match, the Securing a Strong Retirement Act, a piece of legislation which was recently advanced out...
Need for Holistic Well-Being Programs Has Increased
Budgeting, work-life balance and stress management were among high priorities cited by employees surveyed.
Unequal Financial Experiences Highlight Need for Different Emergency Savings Solutions
Some people have not recovered from economic losses caused by the pandemic and need help from employers, retirement plan providers and other sources to build a financial cushion.
Two Approaches to Benchmarking Plan Fees
A quick comparison of prices paid by plan sponsor peers can let a sponsor know if it should issue an RFI or RFP.
T. Rowe Price Expands Partnership With FIS to Transform Recordkeeping Solutions
FIS will assume responsibility for managing retirement technology development and core operations, while T. Rowe Price will continue to be responsible for delivering investment management, client service and...
Benefits |
What a Year Without Retirement Savings Can Do to Participant Outcomes
Scenarios show what a break in savings, as well as distributions and loans, can do to a participant’s retirement account balance, and experts share tips for helping participants...
Expanding Sustainability Outside of ESG Investments
Sustainability doesn’t just come from green investments. Plan sponsors can also incorporate sustainable practices in their day-to-day work.
IRS Says Lack of Details Is a Common Error in VCP Submissions
Plan sponsors, or their representatives, can refer to an updated IRS webpage to ensure submissions to the voluntary correction program are error-free.
SECURE 2.0 Calls for Guidance on Asset Allocation Fund Benchmarks
The Securing a Strong Retirement Act asks the DOL to modify ERISA to allow plan sponsors to use a benchmark that’s a blend of different market indexes.
IRS Clarifies Implementation of Partial Plan Termination Relief
The agency says the relief applies to each plan year which falls inside the relief period, and provisions of the law are not limited to staff reductions caused...
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Fiduciary Scorecard From Pentegra Can Help Measure Plan Success
The firm says it gives sponsors a way to document the fiduciary oversight process and provides assurances to senior management and boards that the plan is being managed...
SEC Settles Charges of Cybersecurity Failure Against GWFS Equities
The broker/dealer has agreed to a $1.5 million fine, a censure and an order to cease and desist from future violations.
ERISA Lawsuit Questions Humana Plan Fees
The lawsuit closely resembles numerous other ERISA excessive fee complaints filed in recent years.
Retirement Industry People Moves
Principal adds portfolio manager to Global Asset Allocation team; Wagner Law Group adds partner who specializes in multiemployer plans; Voya purchases HSA TPA; and more.