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Deals and People
The Standard Will Acquire Securian Financial’s Recordkeeping Business
The Standard Will Acquire Securian Financial’s Recordkeeping Business
The Standard entered into the definitive agreement to grow its geographical footprint.
T. Rowe Price Adds Emergency Savings App
The tool can help employers to address workers’ financial emergencies.
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2023 DC Survey Standouts
Understanding Investments and Fees: A Key Part of Plan Committee Education
TIAA In-Plan Retirement Income Option Reaches $30B
Tuesday, the Dow increased 337.98 points (1.12%) to close at 30,523.80, the Nasdaq gained 96.60 points (0.90%) to close at 10,772.40 and the S&P 500 was up 42.03 points (1.14%) to end trading at 3,719.98. The Russell 2000 increased 20.20 points (1.16%) to close at 1,755.96 and the Wilshire 5000 gained 446.69 points (1.21%) to close at 37,213.65.

The price of the 10-year Treasury note increased 1/32 bringing the yield down to 4.003%. The price of the 30-year Treasury bond  decreased 1/32 bringing the yield up to 4.027%. 
Rising ERISA Litigation and the Importance of Section 104 Disclosure
Defense and plaintiff attorneys offer strikingly different accounts of the systemic issues haunting the ERISA litigation space.
Can a Current Active Participant Transfer Assets From a Frozen Plan To an Active ERISA 403(b) Plan?
“We are a private health care entity that sponsors an active ERISA 403(b) plan and an old frozen non-ERISA 403(b) plan. Is a current active participant in the ERISA 403(b) able to transfer assets in from the frozen non-ERISA plan?”
DC Survey Now Open
For more than 20 years, PLANSPONSOR’s annual Defined Contribution Survey has provided benchmarking data for nearly 50 industries/business sectors and for 401(k), 403(b), and other DC plans, as well as nonqualified plans. Represent your industry and plan type by participating, and you’ll receive a free benchmarking report.
ON THIS DATE: In 1789, John Jay was sworn in as the first chief justice of the U.S. Supreme Court. In 1781, British General Lord Cornwallis surrendered 8,000 British soldiers and seamen to a larger Franco-American force, effectively bringing an end to the American Revolution. In 1812, one month after Napoleon Bonaparte’s invading force entered Moscow, the French army was forced to retreat out of Russia. In 1977, the supersonic Concorde airplane made its first landing in New York City. In 1985, the first Blockbuster video-rental store opened in Dallas. In 1987, the Dow Jones Industrial Average dropped 508 points—22.6%—the largest-ever one-day percentage decline. In 2006, the Dow Jones Industrial Average ended the day at 12,011.73. It was the first ever close above 12,000.
Industry Intel Roundup—Featured Webinars
PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
February 28, 2024
Building a thriving workplace
February 15, 2024
20 Years of Managed Accounts: Looking Back and Looking Forward
February 8, 2024
“I Have to Pay for That, Too?” And More “Medicare” Surprise Costs
While working, employees are rarely in-the-know about health insurance pricing and coverage. Those in high-deductible health plans get a better idea that healthcare isn’t free. Or only $25. But nothing prepares them for the extraordinary complexity of costs once they get to Medicare. Once they get over the shock Medicare is not free, employees find themselves caught up in a tornado of confusion. The question they ask over and over is, “I have to pay for that, too?” Having “Medicare” is not a complete package for healthcare coverage in retirement. There are more than 20 different costs individuals must solve on their own. Employees find this frustrating and are angry they had no idea: “Why hasn’t anyone talked to me about this mess?” Join us for a lively webinar jam-packed with information about what it really costs your employees when they go on Medicare. And, take away some ideas for how you might help them better prepare for the realities of healthcare costs in retirement. And avoid getting sold something that won’t work for them.
September 19, 2024
Financial Wellness
Plan sponsors, advisers and policy experts will offer suggestions for how best to define and measure the financial wellness of participants and drive financial confidence. The panel will also review how they evaluate the myriad new offerings appearing as a result of the voluntary benefits provisions of SECURE 2.0. Attendees will come away with tangible metrics for determining which programs will offer the most useful and valuable programs for their employees.
December 12, 2024
Plan Benchmarking
How do plan sponsors determine the right goals for their plans or measure plan success? What tools are available to benchmark retirement plans? What should plans be measuring and how often? What kinds of actions or improvements can measurements drive? These questions and more will be answered in PLANSPONSOR’s final editorial webinar of 2024.
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