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PAi Incorporates LPL’s Small Market Solution Into Platform
PAi is using it for offerings for small business 401(k) plans and startups
Latest News
COVID-19 May Affect Nondiscrimination Testing
To avoid failing ADP and ACP testing, industry experts recommend employers utilize mid- or quarter-year projection testing. Doing so can foresee outcomes.
Retirement Confidence Remains Steady
Workers’ retirement confidence was not only comparable to last year but was relatively unchanged when EBRI refielded its survey in late March.
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Investment Product and Service Launches
Wells Fargo launches Retirement Income Solution, and Morningstar to acquire Sustainalytics.
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Alight Solutions Introduces Employee Well-being Offering
Alight Well provides employees with access to personalized communications, individual and team contests and redeemable rewards.
Administrator of Self-Funded Health Plans Ordered to Restore Funds
The Department of Labor found WH Administrators failed to provide proper plan funding and pay medical claims, as well as improperly collected fees.
Benefits |
Social Security Projections in Long-Term Financial Report Similar to Last Year
While the estimates are current, they do not reflect the potential effects of COVID-19, the Social Security Board of Trustees notes.
InterContinental Pension Withdrawal Liability Suit Can Proceed
The underlying lawsuit, which is also undergoing concurrent arbitration, claims the InterContinental Hotels Group owes accelerated withdrawal payments to a national union pension plan.
Benefits |
Pandemic Reveals Overwhelming Need for Financial Wellness Programs
More employers will see financial wellness programs as a necessity and emergency savings as a top priority.
Investors Rush to Stable Value, Money Market Funds in March
Stable value funds took in 64% of the inflows and money market funds, 24%, according to the Alight Solutions 401(k) Index.
Parties in Emory University 403(b) Plan Lawsuit Agree to Settle
Only one of the spate of lawsuits challenging university 403(b) plans has gone to trial.
Lawsuit Challenges Conservative Investment of Profit Sharing Plan Assets
Denying a motion to dismiss the suit, a judge pointed out the difference between it and others cited by the defense which challenged investments from which participants could...
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HSA Bank, Jellyvision Partner on HSA Platform
It will focus on user education and health care consumerism.
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SmartDollar Offers Free Trial of Financial Wellness Program to Employers
The program is designed to offer people a step-by-step plan to build an emergency fund and get out of debt.
DC Plan Sponsors Reacting With Moderation to Coronavirus
Relatively few are taking action to suspend or decrease contributions, and they are prudently relying on providers for guidance, a PLANSPONSOR pulse survey finds.
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BrightPlan Offers Financial Wellness Platform at No Cost During Pandemic
The firm says its budgeting and financial planning capabilities can be particularly useful in calculating the benefit of government assistance programs.
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PCS Retirement and Aspire Offer Fee Credits for Loans and Hardship Withdrawals
The credits will be in effect from March 27 until December 31.
The Rug Has Been Pulled From Under Americans’ Retirement Security
The coronavirus pandemic has revealed the fragility of retirement security in our current landscape and sparked conversation about design and policy needs.
Putnam Settles Self-Dealing ERISA Challenge
Under the terms of the proposed settlement, Putnam will pay a gross settlement of $12.5 million into a common fund for the benefit of settlement class, which numbers...
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Providers Waiving Fees and Expanding Services During Pandemic
Retirement plan and financial wellness providers are offering help to employees and plan sponsors during the novel coronavirus pandemic.