The Department of Labor used scenarios and test cases to offer fiduciaries a blueprint for the inclusion of private market investments in defined contribution plans.
Smaller plans still tend to pay higher percentages in total costs, investment costs and adviser compensation, according to the latest ‘401(k) Averages Book.’
According to Georgetown’s Center for Retirement Initiatives, key factors heightened the financial vulnerability of retirement savers from 2021 to 2024.
TRA appoints Brad Wehrfritz as regional plan consultant; Savant promotes Zach Ivey to chief investment and advice officer; Epic Retirement Plan Services adds Dan Collins to sales team;...
OneDigital, Ascensus partner to launch 2 PEPs; WEX launches HRA to manage rising health care costs; MedImpact forms new GLP-1 solutions suite; and more.