Deals and People | July 21st, 2023 Retirement Industry People Moves CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and...
Benefits | June 15th, 2023 Participation Rates in 401(k) Plans Reach All-Time High Plan sponsors have driven plan participation in the last 15 years to a record high in 2022, Vanguard reports.
Data and Research | June 13th, 2023 High-Income Households More Likely to Overestimate Retirement Readiness More than 25% of U.S. households think they are on track to maintain their standard of living in retirement, but...
Administration | April 25th, 2023 Transamerica Signs On as Recordkeeper for Smart’s ‘Choice PEP’ Smart Retirement Solutions’ new pooled employer plan aims to create a 401(k) retirement solution for employers looking to reduce their...
Deals and People | January 17th, 2023 Retirement Industry People Moves Voya expands wealth solutions team with northeast hire; Transamerica names director of Institutional Sales; DFA names CEO for Australia fund...
Compliance | December 16th, 2022 Republicans Propose More Anti-ESG Legislation That Won’t Pass In response to the DOL’s November final rule permitting the consideration of ESG in retirement plans, Senator Mike Braun and...
Investing | December 2nd, 2022 Morgan Stanley Expands Robo-Advising Tech with Blooom Purchase Morgan Stanley grows its retirement offering with purchase of 401(k) robo-adviser Blooom's technology. Former Blooom customers are back in the...
Compliance | November 23rd, 2022 ESG Is Now Permissible, But Not Required, Under ERISA The DOL rule is designed to reduce legal uncertainty and obstacles to ESG investment.
Compliance | November 8th, 2022 403(b) Plans May Apply for IRS Determination Letters Starting Next June The IRS will provide determination and termination letters to 403(b) plans beginning next June.
Ask the Experts | November 8th, 2022 What Kind of Payments Can a Hardship Request Cover When Buying a Home? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | November 4th, 2022 SEC Considers Making Swing Pricing Mandatory for Open-Ended Mutual Funds If adopted, the new rule would require most open ended funds to keep at least 10% of their assets in...
Compliance | October 19th, 2022 A Look at Proposed Regulatory Changes to Crypto and Retirement Plans The environment for crypto could change as it becomes more accepted in retirement products.
Data and Research | September 28th, 2022 Workers Delaying Retirement Has Doubled Since Last Year For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Compliance | September 16th, 2022 Suit Claims Janus Henderson Favored Its Own Funds in 401(k) Plan Case alleges firm put high-fee, underperforming proprietary funds in its retirement plan
Deals and People | September 15th, 2022 EBRI CEO Lori Lucas Announces Pending Retirement Lucas will stay at the helm through the end of the year while helping the research group source its next...
Investing | September 15th, 2022 Wilmington Trust Launches CIT Onboarding Tool The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts.
Data and Research | September 14th, 2022 Social Security Fears Drive Early Benefit Claims Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Compliance | July 5th, 2022 Hopes Are High for Lame-Duck Passage of SECURE 2.0 One retirement industry policy expert says the conversations she is having on Capitol Hill make her optimistic that the ambitious...
Benefits | June 23rd, 2022 Balancing Business Needs and Participant Support Retirement plans must meet the needs of the participants invested in them, but they are also an important business tool.
Data and Research | May 12th, 2022 401(k) vs. 403(b): Different Paths to Retirement Readiness Studies find differences in 403(b) and 401(k) plan design and participant behavior, but both plan types are increasing in importance...