How Can Small Businesses Close the Coverage Gap?
Barriers to adoption reflect ‘misperceptions and information gaps,’ rather than ‘insurmountable economic realities,’ per a Boston College Center for Retirement Research study.
Latest News
PBGC Makes Coverage Assessments Permanent for Prospective Pension Plans
New program lets employers seek guidance on PBGC insurance coverage before establishing a defined benefit plan.
LPGA Picks The Standard as Official Workplace Benefits Partner
The Standard will appear in live Golf Channel coverage, branded features and commercial media.
Products |
Products and Services Launches
CareScout launches workplace long-term care insurance offering; Crystal Capital adds private markets look-through and fund life cycle tools; and more.
Benefits |
Why Participants May Be Hit With Charges From ‘Zero-Fee’ IRAs
A new PensionBee white paper claims some IRA providers make money in ‘hidden ways.’
IRS Proposes Simpler Process for Retirement Rollovers
New guidance would encourage electronic transfers and standardized forms for moving retirement savings between plans.
The DOL Expects ‘Meaningful Benchmarks,’ but Private Markets Make That Complicated
Private market investments often include no agreed-upon yardstick for benchmarking performance or determining whether fiduciaries made the right comparison.
Christian Mango Joins Edelman to Lead Retirement Advisory Practice
He previously served in executive roles at OneDigital and the Alera Group.
IRS Proposes Rules for Employer Contributions to Trump Accounts
Treasury plan would allow up to $2,500 in tax-free employer contributions while setting nondiscrimination, reporting and salary-reduction requirements for workplace programs.
Benefits |
What Foreign Decumulation Models Could Help the US?
Global retirement experts suggest investment options, advice and artificial intelligence can all help with drawing down defined contribution savings.
Benefits |
Employees Retirement System of Texas Receives NAGDCA Award for QDIA Transition
The move saved participants a collective $450,000 in investment expenses.
Senate Bill Would Link Newborns’ Social Security Enrollment to Trump Accounts
The proposal would streamline access by establishing new investment accounts through the existing registration system.
Financial Guidance, Written Plan Can Fuel Retirement Confidence, per LIMRA
Most pre-retirees think about how they can generate income in retirement, but many do not act upon their intentions.
Retirement Industry People Moves
401Go adds CFO, CRO; The Standard names new regional VP for retirement plans; Franklin Templeton expands client group leadership; and more.
Treasury, IRS Lay Groundwork for New Saver’s Match Retirement Benefit
Proposed rules detail how eligible Americans could receive federal retirement contributions of up to $1,000 per year.
529, ABLE Accounts Continue to Expand Reach in Q2
The market grew on both asset and account levels last quarter.
Human Interest Debuts ‘Compliance Guarantee’
The provider promised a $10,000 credit if a deliverable is missed.
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Product and Service Launches
SEI launches large-cap ETF; Orion adds fractional share trading for Schwab Advisers; my529 extends incentiFive savings incentive program; and more.
WTW: Employers Seek to Expand Plan Value—Not Cost
In a recent survey, half of plan sponsors said they seek ‘minor’ or ‘moderate’ plan design updates to improve their plan’s impact upon participants.
Senate Panel Weighs Wider Private Capital Access, Investor Safeguards
Lawmakers found bipartisan ground on retirement-plan and small-business financing reform, but split sharply over private markets, crypto oversight and risks facing ordinary investors.