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BPAS ‘Solutions Squad’ to Help on Technical Matters
It can also provide resources to help in working with legal counsel, accounting firms and regulators.
Latest News
Retirement Industry People Moves
TRA acquires R. Bruce Tanner & Associates; Leech Tishman adds veteran employee benefits attorney; and director and consulting actuary joins R&M.
T. Rowe Price ERISA Self-Dealing Lawsuit Will Go to Trial
Though he expressed doubt about plaintiffs’ path to victory in the lawsuit, a federal judge determined they met the minimum requirements to avoid summary judgment in favor of...
Washington Watchers See Good Prospects for Further Retirement Reforms
Among the potential retirement policy solutions that could become law in 2021 is a provision to allow 403(b) plans to access collective investment trusts, which can be beneficial...
Appellate Court Opens Door for New Complaint Against Georgetown
The appellate court found a lower court erred in denying the plaintiffs’ leave to amend their complaint, meaning the case over excessive fees in the university’s retirement plans...
Products |
Investment Product and Service Launches
Northern Trust enters alliance with IHS Market; Broadridge Financial Solutions and Third Economy create ESG advisory service; and Northern Trust grabs equity stake in EDS.
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Transamerica Partners With Notarize on Online Notary Services
Their offering will enable participants to notarize important retirement plan documents without leaving their home.
A Review of QDIA Regulations
Introduced as part of the Pension Protection Act of 2006, plan sponsors must follow certain rules to get the fiduciary protection that comes from offering qualified default investment...
Detailed Ruling Leaves Key Claims Standing in Land O’Lakes Suit
The mixed ruling comes in response to the Land O’Lakes defendants’ motion to dismiss the suit based on a lack of subject matter jurisdiction and failure to state...
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Equitable Launches Open Architecture Platform for ERISA and Non-ERISA Plans
It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors
Abbott Defendants Again Escape ERISA Cybersecurity Lawsuit
The court rejected claims in the amended complaint that Abbott’s decision to hire Alight Solutions, another defendant in the case, was a breach of the fiduciary duties of...
Benefits |
Wage Hike Meets Support and Opposition From Employers
Opponents say small business could suffer and cut benefits, such as employer contributions to retirement plans, as a result of a $15 minimum wage.
Portfolio Investment Mix Made a Difference in January DB Plan Funded Status
Companies that measure defined benefit plan funded status also point out that legislation has been introduced that would provide more relief for plan sponsors.
Black Americans Report Changing Financial Habits Due to COVID-19
The racial wealth gap underscores a need for financial education and access to advice—something retirement plan sponsors can provide.
Benefits |
Retirement Benefits Moving Beyond Just a Retirement Plan
Holistic retirement programs, which include financial wellness, health and voluntary benefits, put employees in a better position to reach their long-term goals.
Having an IPS Doesn’t Necessarily Increase Plan Sponsor Liability
A properly drafted investment policy statement can offer guidelines and protection for plan sponsors—if it is followed.
Millennials Have a Debt vs. Savings Conundrum
Dispelling myths about when to save and invest for retirement, and helping with their student loan debt, can help Millennials better prepare for retirement.
Real Estate Investments Can Make a Difference in Retirement Savings Accumulation
J.P. Morgan Asset Management says participants with a 10% exposure to real estate can expect a 10% greater ending balance at retirement.
Plan Administrators Don’t Have to Scramble to Report Qualified Plan Loan Offset Amounts
The IRS has issued final regulations regarding qualified plan loan offset amounts, which are the same as proposed regulations except for a change in the applicability date.
New Administration Backs Out of Lawsuit Against CalSavers
A new filing with the 9th U.S. Circuit Court of Appeals says the DOL no longer wants to participate in the case and does not support either side.