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A company match contribution or bigger company match, more education and access to financial advice are among incentives for savings identified in a Natixis survey.

The IRS explains that the rules under IRC Section 409(p) are designed to prevent a group of “disqualified persons” from collectively owning 50% or more of an S...

The question in the lawsuit, according to a federal judge, is whether the plaintiff has standing to sue, for one, because she signed a settlement agreement with the...

The enhancements are designed to offer a streamlined participant experience and resources to support smarter spending and saving decisions.

Steidle Pension Solutions’ comprehensive services include testing, calculations, plan valuation, document services, actuary certification, Form 5500 preparation, and more.

Small U.S. employers trust the financial services sector for its expertise more than government entities when it comes to administering retirement savings programs, a survey found.

Individuals who scored higher on a financial literacy quiz were more likely to save for retirement and more likely to have savings outside of a retirement plan.

Like RESA, the SECURE Act contains popular measures to help Americans prepare for their long-term financial future by expanding opportunities to save for retirement in tax-qualified accounts.

A 2019 version of the popular “RESA” legislation has been reintroduced in the Senate, which has published a helpful section-by-section summary of the sweeping retirement reform proposal.

2019 items for which plan amendments may be needed include changes to hardship withdrawal regulations, retirement plan relief for victims of 2018 hurricanes and nondiscrimination relief for closed...

The report discusses the power of compounding, finding extra dollars to save, saving for college and retirement and managing debt, and provides asset allocation guidance.

The new service by Clear Disclosure Partners is used by TPAs, recordkeepers, and retirement plan consultants to assist plan sponsor clients in monitoring the ongoing regulatory disclosure information...

In honor of National Employee Benefits Day, Jason Grantz, with Unified Trust, discusses the progress made in the 401(k) industry and the future focus.

A 65-year old couple retiring in 2019 can expect to spend $285,000 in health care and medical expenses throughout retirement, Fidelity estimates, but it says it is possible...

A BlackRock survey shows four in 10 DC plan sponsors say they have changed or added TDFs in the past 12 months.

The Society of Actuaries also found the average plan spends more to fund its unfunded liability than to fund current benefit accruals, and it costs most per current...

A district court has determined that the Department of Labor’s 2018 final regulations on association health plans are unlawful. 

The appellate court decision tests ERISA’s restrictions on transactions between fiduciaries and non-fiduciary third parties, referred to as “parties in interest.”

The new legislation includes the core provisions of H.R. 1007, the Retirement Enhancement and Savings Act.