Latest News

The GAO recommends an alternative to rolling over small retirement plan balances to individual retirement accounts (IRAs).

Two major league baseball teams have discontinued pension plans for non-uniformed staff.

An interactive Retirement Wellness Planner from The Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.

An integrated management tool, CBIZ ACA CheckPoint, is designed to provide continually updated Affordable Care Act (ACA) monitoring, reporting and documentation.

An updated IRS web page tells retirement plan sponsors how to correct the mistake of using the wrong tax treatment of employee plan deferrals.

The Internal Revenue Service offers one-page checklists to help with reviewing retirement plan operations.

With invigorated provider interest and new guidance from key regulators, 2014 turned out to be an important year for annuities in employer-sponsored retirement plans.

Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.

For plan sponsors with more than 100 participants, one of the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial audit.

Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution plans should take over the next year.

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

Independent advisory firm SevenHills Benefit Partners announced it will partner with Pensionmark.

A new analysis shows a strong majority of new 401(k) account owners invest in target-date funds or other balanced portfolios.

Baby Boomers are changing the traditional definition of retirement.

Mercer has launched BenefitsCentral.

Transamerica Retirement Solutions welcomes Mark Valentine as vice president of defined benefit sales and business development.

 

Targeted messaging could alleviate some of retirement plan sponsors’ fears about employees’ retirement savings adequacy.

The U.S. Treasury issued final regulations establishing a new type of electronic retirement savings bond designed to serve as the backbone of the president’s myRA program.

QBI has introduced a new service providing 3(16) fiduciary support to retirement plan sponsors.

David Saunders and Victor Traub, III, have joined PSA Insurance & Financial Services.