Lessons from Higher Ed Employers for Keeping the Workforce Churning
Employees retiring later can hinder younger workers’ career paths, but workforce management ideas from higher education employers may help.
Latest News
UPenn Seeks Supreme Court Voice in University Retirement Plan Lawsuits
The university says the high court should re-establish the pleading standard it previously set, as well as issue a decision to stop the pressure to settle cases against...
Products |
Investment Product and Service Launches
Vanguard changes manager structure of value funds, Northern Trust expands collateral management services, and Vanguard decreases expense ratios for international funds.
SECURE Act Passed By Full Congress
Passage of the SECURE Act is being hailed as a major accomplishment that will allow Congress to turn to other important retirement issues next year.
Many Have Unrealistic Expectations for Drawing From Savings in Retirement
A Shroders survey shows it’s 10.1% on average. Plan sponsors can help form more realistic expectations.
Multiple Fiduciary Breaches Alleged in Cintas ERISA Challenge
Among other issues, the plaintiffs allege that defendants failed to utilize the lowest cost share class for many of the mutual funds within the Cintas Corporation retirement plan.
Products |
T. Rowe Price Pairs HSA With Retirement Plans
ConnectYourCare's health savings account (HSA) solution will be offered within T. Rowe Price's retirement savings plan recordkeeping platform.
SECURE Act Progress Raises Enforcement Timeline Questions
The SECURE Act’s establishment of an in-plan annuity selection safe harbor and the development of open MEPs will take time to unfold—but perhaps not as much as some...
Benefits |
Older Gig Workers Left Hanging Without Benefits
The number of older workers in the gig economy is growing, creating a need for health and retirement benefit solutions.
Helping People Focus on Financial Planning in the New Year
Few people are making financial planning their top priority for 2020, Allianz Life found, but the firm's Kelly LaVigne offers suggestions for what plan sponsors can do to...
Could New DB Plan Designs Solve for Retirement Savings Inadequacy and Inequality?
Recent studies find 401(k)s have increased retirement savings gaps among demographic groups, and those in 401(k)s have not met their savings potential, while DB plans offer more equality.
Interim Amendment Needed for Hardship Changes in Pre-Approved Plans
Revenue Procedure 2020-9 extends the deadline, applicable to pre-approved plans, for adopting an interim amendment relating to hardship regulations to December 31, 2021.
S&P Sees Looming Crisis for State OPEB Funding
A 2018 decline in unfunded OPEB liabilities is masking an increased risk in not matching unfunded liabilities in future years, the ratings agency says.
SECURE Act Provisions Folded Into Congressional Spending Bill Passed By House
News that the SECURE Act’s provisions may soon become law caps off a year of intense lobbying efforts, spearheaded in particular by those with an interest in providing...
IRS Proposes Regulations on Compensation Deductions and NQDC Plan Effects
The regulations explain how grandfathered amounts are treated when a distribution is made from a nonqualified deferred compensation (NQDC) plan.
Warren Asks DOL Secretary Not to Mimic Reg BI
The Democratic presidential candidate fears the DOL is considering a fiduciary rule that would permit advisers providing advice on retirement savings to engage in conflicts of interest.
Performing an Effective Benchmarking of Plan Advisers
An analysis of advisers’ skills and services helps in finding those with higher skill sets, and those who offer much more value for plan sponsors.
Retirement Industry People Moves
Pacific Life promotes sales VP to division leader; DCREC appoints 2020 officers and committee co-chairs; Retirement planning education provider connects with PlanMember Securities Corp; and more.
401(k) Investors Barely Touched Their Portfolios in November
Not only was it the lightest trading month so far this year, but there were no days of above-normal trading activity, according to the Alight Solutions 401(k) Index.
Sustaintable Portfolios Hold Their Own
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well...