NAGDCA Asks for More Time on Roth Catch-Ups, Again
Government plans will struggle to comply with SECURE 2.0 because of their administration requirements.
Tag: 401(k) plans
DOL Will Not Appeal 401(k) Rollover Rule, ASA Says
The trade group that sued the DOL says the regulator will not insist that rollover advice should be subject to...
Vestwell, JP Morgan Announce Partnership
Vestwell will bring its digital recordkeeping platform to JP Morgan's 401(k) product for small businesses.
Retirement, Broad Financial Fallout From COVID Continues
A defined contribution industry survey finds lasting financial effects to retirement plan participants.
Products |
New Firm Seeks to Advise Plan Sponsors on How to Incorporate Annuities
The fiduciary consultant is offering consulting and education for plan sponsors and participants on integrating annuities into 401(k) plans.
TIAA Goes Outside the Firm to Fill New Role
New EVP Melissa Kivett arrives from Prudential to help TIAA increase focus on the corporate retirement market.
Retirement Industry People Moves
Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.
Products |
Investment Product and Service Launches
Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.
Benefits |
October Three’s New Plan Design Includes Guaranteed Lifetime Income
The consulting firm announced the launch of its new retirement solution, O3 Prime, which offers a 401(k) account in tandem...
Judge Says 401(k) Litigants Should Prepare For Trial
The 2020 excessive fees 401(k) lawsuit against a medical products manufacturer is on the eve of a trial.
Understanding Contribution Limits on Unrelated Entities and Across Plan Types
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
HSA Conference: Flexible Tax Advantages Abound
Experts point out the many similarities between HSA contributions and 401(k) plan contributions at the PLANSPONSOR conference.
Increased Cashouts at Job Separation Highlight Need for Auto-Portability
Despite incurring a 10% penalty for cashing out retirement savings early, research found that many employees liquidate 401(k) accounts when...
Does the SECURE 2.0 Student Loan Provision Require a Matching Contribution?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
Where SECURE 2.0 Comes Up Short
The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.
Retirement Industry People Moves
Wealthspire Advisors names integration head; Lenox Advisors announces partner, managing partner promotions; Ziegler and Quagliarello join Franklin Templeton as client advisers.
Products |
WTW Launches Its First Pooled Employer Plan
Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.
Does the SECURE 2.0 Act Make 403(b) Plans More Like 401(k) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
BlackRock Invests in Fintech 401(k) Provider Human Interest
Human Interest CEO says minority stake from BlackRock will help hiring in areas including product, engineering, and customer acquisition.
Retirement Contributions Break Records in 2021
Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new...