Retirement Industry People Moves
LCG Associates hires Atlanta consultant; Capital Investment Companies announces collaboration; TRA announces leadership expansion; and more.
Latest News
Trump Eying Top Aide to Sen. Hatch for Lead EBSA Role
The future head of EBSA would play a substantial role in the fate of the fiduciary rule.
Benefits |
The Social Security Administration Announces COLA for 2018
Social Security and Supplemental Security Income recipients will see a 2% increase next year—the largest increase since 2012.
ERIC Files Lawsuit Against Oregon Retirement Savings Board
The association claims OregonSaves’ reporting requirements obstruct ERISA.
Benefits |
Participants Fear Loss of Employer Mandate to Offer Health Care Coverage
Survey results indicate that 67% of Americans reported at least one chronic health condition.
Products |
Investment Products and Services Launches
Columbia Threadneedle Premieres Strategic Beta ETF; and Change Finance Launches New Sustainable Investing ETF.
Savings Rates Drop in the U.S.
Faced with increasing costs, Americans can still take steps to secure their financial futures, suggests a survey by PurePoint.
Communicating With Terminated and Retired Participants
Some communications with terminated participants are required by law, but plan sponsors can take this farther—from offering the opportunity to repay loans to invitations to social events.
Federal Reserve Data Shows Strengthening Economy’s Impact on the DC Space
The Fed's analysis concludes that 401(k) plans “could work much better and balances would be higher if all plans were fully automatic.”
The Thrust of Fiduciary Liability Insurance
In a world of heightened plan sponsor scrutiny, fiduciary liability insurance can be a powerful tool.
‘OOP’ Health Care Spending Chipping Away at Retirement Income
Out-of-pocket costs, notably for Medicare, are expected to rise—and take a bigger bite of retirees’ savings, says a new report by the CRR.
Settlement Agreement Reached in Church Plan Challenge
Many terms of the settlement agreement between St. Joseph’s Hospital and its pension plan participants are similar to provisions of ERISA.
Meant to Aid Struggling Multiemployer Plans, MPRA Adds Complications
Under the Multiemployer Pension Reform Act, the Treasury must review pension plan applications for benefit suspensions—but the process is proving more stringent than applicants and industry experts had...
Income Uncertainty Makes Women More Risk Averse
But when they work with an adviser, they understand the importance of more aggressive investing.
Benefits |
Employees Need More Health Benefits Education
The youngest employees especially feel unprepared to decide what plan they should choose, according to a survey from Aflac.
Products |
Tool Estimates Retirement Health Care Expenses
Financial Engines has launched a College Expense Planner and a Retirement Healthcare Expense Planner.
Congress Adds to Relief for Hurricane Victims
The act, signed into law last week, allows tax-penalty-free withdrawals and larger loan amounts from retirement accounts than current statutory limits.
Products |
Captain Contributor Rescues Open Enrollment
Datapath has created a virtual superhero to guide employees through the benefits enrollment experience.
Corporate Bond Yields Have a Positive Effect on Pension Funding in September
Asset managers that monitor DB plan funded status found 1% through 1.3% increases last month.
IRS Reveals FY 2018 Compliance Priorities
Plan sponsors will have a number of new compliance checks to keep in mind.