Compliance | April 25th, 2023 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.
Administration | April 21st, 2023 HSA Conference: Flexible Tax Advantages Abound Experts point out the many similarities between HSA contributions and 401(k) plan contributions at the PLANSPONSOR conference.
Compliance | April 14th, 2023 Study Shows State-Built Retirement Programs Complement Private Plans New state-facilitated initiatives may boost private sector plans, not crowd them out, a Pew analysis of federal data shows.
Compliance | April 12th, 2023 Clarity From Regulators is Key for Success in SECURE 2.0 Era SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANSPONSOR webinar.
Data and Research | April 12th, 2023 Interest in Retaining Retiree Assets Has Grown, Highlighting Retirement Income There is an opportunity for asset managers to focus their distribution of retirement income products, as interest in keeping retired...
Data and Research | April 11th, 2023 Few Workers Expect to Reach Retirement Savings Goals Millennial and older workers expect it will take greater than $1 million saved in a workplace retirement plan to retire...
Investing | March 30th, 2023 North Carolina Lawmakers Introduce Bill Backing Retirement Offerings A Republican-introduced bill in North Carolina would make it state policy to “assist private sector working households” in saving for...
Data and Research | March 30th, 2023 Women Working With Financial Pros Show Higher Retirement Readiness According to a LIMRA study, women who work with a financial professional are more than twice as likely to have...
Data and Research | March 27th, 2023 What Will Retirement Plan Access, and Employer Benefits Look Like in 2026? Industry experts polled for Transamerica research expect a wide range of financial well-being benefits will be common by 2026.
Deals and People | March 27th, 2023 John Hancock Names Park to Head US Retirement Business The new CEO arrives from American Century Investments to replace Sue Reibel, who retired at the end of 2022.
Compliance | March 24th, 2023 ERISA Suit Against SeaWorld Advances A federal judge rebuffed SeaWorld's motion to dismiss, but a second defendant was dismissed from the case.
Data and Research | March 23rd, 2023 Retirement Is Going to Change—But How? Although plan sponsors and financial professionals foresee some differences, they all expect changes to the retirement industry by 2030.
Data and Research | March 23rd, 2023 Household Retirement Readiness Drops to Fair From Good The Fidelity Investments assessment of retirement readiness peaked in 2020 and has since declined, research shows.
Benefits | March 15th, 2023 Companies Offer Immediate Eligibility for Retirement Deferrals to Attract Workers A Vanguard Group research paper quantified employer retirement plan design trends over the last 10 years.
Data and Research | March 14th, 2023 Self-Directed Account Balances Rise in Q4 Average balances increased in the fourth quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...
Compliance | March 13th, 2023 Ohio Judge Dismisses ERISA Lawsuit Against Grocery Chain A retirement plan lawsuit that alleged excessive fees for recordkeeping against the Kroger grocery store chain was dismissed.
Compliance | March 10th, 2023 Judge Rejects Mitre’s Efforts to Dismiss ERISA Lawsuit The Massachusetts-based federal judge has advanced the lawsuit and ordered a scheduling conference for April.
Data and Research | March 7th, 2023 Employers Should Offer Variety of Retirement Income Options, Survey Shows A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income...
Benefits | March 3rd, 2023 How Plan Sponsors Can Best Communicate With Participants Experts suggest plan sponsors use direct and personalized messaging when communicating about benefits.
Deals and People | March 3rd, 2023 Principal Integrates Businesses With Renewed Focus on Retirement Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.