In the final regulations, the agency addressed commenters’ concerns that the definitions would preclude them from using forfeiture accounts to fund the contributions.
In a webcast sponsored by Benz Communications, the firm’s Engagement Strategist Megan Yost offered tips to better engage individuals in financial and health wellness.
According to one experienced capital markets attorney, the SEC’s move this week to amend Securities Act Rule 701 is an important one and could lead to more private employers issuing...
General Treasurer Seth Magaziner announced that he will seek legislation in the 2019 General Assembly session that would require pension plans managed by religious organizations in Rhode Island...
The term “sidecar savings accounts” has been introduced into the retirement industry’s lexicon, and new legislation has been introduced to allow employers to auto enroll employees into them.
Commenters about the Department of Labor’s regulation say it could result in state restrictions, ratings that will make costs unequal and may provide no inclusion for all small...
Northern Trust Creates Private Equity and Hedge Fund Service Group; Impax Introduces ESG-Focused Fund; OneAmerica to Offer Russell Investments Managed Accounts; and more.
The dispositive question is not whether the claimants were employees but whether, considering them as employees, they were eligible to participate in an ERISA plan according to the...
Ryan Bailey, head of the Retail Banking Group, Bank of the West, offers tips for plan sponsors to help educate Millennials about the importance of investing.
The SEC recognizes that, "the American economy is rapidly evolving, including through the development of both new compensatory instruments and novel worker relationships, often referred to as the...
A package of bills sponsored by four U.S. Senators would also increase access to workplace retirement savings accounts and help workers who already have retirement accounts save more.
The chief investment officer at Winthrop Capital Management discusses the uptick in short term interest rates and new opportunities within the one-year to five-year part of the curve.
The International Foundation of Employee Benefit Plans found employers are providing education on a variety of topics, but the top five most common topics covered in employer-sponsored financial...
The SEC's complaint alleges that the former executive led a scheme to add secret commissions to securities trades performed for at least six clients of State Street's transition...
According to the Alight Solutions 401(k) Index, year-to-date there have been 29 days with above-normal trading activity, suggesting that the month of June brought back a bit of...