Compliance | August 28th, 2020 Analysis of Biden’s Retirement Savings Tax Credit Concept Retirement industry experts say more should indeed be done to help lower-income workers save for the long-term future, but disagreement...
Administration | August 25th, 2020 Retirement Plan Providers Opening Up to Serving Cannabis and Other Companies A few financial firms have entered the cannabis, hemp and CBD market, being careful to manage any legal risks for...
Data and Research | August 21st, 2020 Those Who Have Both a 401(k) and IRA Have Higher Savings EBRI found individuals able to consistently contribute to both could end up with around 2.5 times more savings for retirement.
Products | August 20th, 2020 Security Benefit Introduces Mobile App for Retirement Plan Participants The firm says it is trying to bring the services and technological conveniences typically offered to large plans to the...
Benefits | August 13th, 2020 Are Employer-Sponsored DC Plans the Best Retirement Savings Vehicles? The coronavirus pandemic and other factors have called into question the value of DC plans, but experts say they’re still...
Ask the Experts | August 4th, 2020 How May ACP Testing Results be Affected by COVID-19? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | May 27th, 2020 JPMorgan Chase to Pay $9 Million to Settle 401(k) Self-Dealing Suit The suit claimed conflicts of interest damaged net-of-fee performance.
Data and Research | April 30th, 2020 Personal Savings Rates Actually Jumped in March Many U.S. employees are feeling acute economic pain as a result of the coronavirus pandemic, but the government mandated shutdowns...
March 24th, 2020 Coronavirus News for Plan Sponsors The latest news about market volatility, benefits and business updates, and legislative and regulatory actions.
Products | March 12th, 2020 Steidle Pension Solutions Launches Payroll Integration Service The service will reduce administrative burdens for 401(k) and 403(b) plan sponsors.
Data and Research | March 2nd, 2020 Average Account Balance a Key Driver of 401(k) Plan Costs In a comparison of the average costs of two 401(k) plans with the same total assets, data from the most...
Opinions | March 2nd, 2020 Barry’s Pickings: Declining Interest Rates and 401(k) Investments Michael Barry, president of O3 Plan Advisory Services LLC, discusses the significance of interest rate risk for 401(k) plan participants...
Administration | February 14th, 2020 Why Nonprofits May Prefer a 403(b) Plan Over a 401(k) It often comes down to nondiscrimination testing.
Participants | January 27th, 2020 401(k) Participant Equity Holdings Improve in 2019 Participants were “less reactionary” in their trading activity and, though they moved to fixed income for most of the year,...
Participants | November 13th, 2019 With Market Gains, Participant Transfers Favor Fixed Income in October October saw gains broadly for capital market indices, but for 401(k) plan participant transfers, 21 out of 23 days saw...
Compliance | October 21st, 2019 Allina Health System Reaches Agreement in Lawsuit Regarding Plans’ Investments The original complaint said a provider was allowed to add any mutual fund it wished, “regardless of whether the funds...
Opinions | September 4th, 2019 Pairing ESOPs With 401(k)s Can Heighten Retirement Outcomes Trevor Bare, with Conrad Siegel, discusses the differences between ESOPs and 401(k) plans and how offering both can better prepare...
Administration | June 28th, 2019 Providers Reluctant to Serve Newly Allowed 401(k)s Due to the misunderstanding about the intersection between state and federal Cannabis laws, lack of provider support may stop hemp...
Compliance | May 28th, 2019 Senators Take Second Try at Federal Retirement Commission Act The reintroduced bill would create the Federal Retirement Commission, which would conduct a comprehensive review of private benefit programs in...
Investing | May 13th, 2019 401(k) Participant Trades Favor Fixed Income in April For more than one year, 401(k) investors have been moving to safer investments, according to the Alight Solutions 401(k) Index.