Tag: SECURE Act

Average retirement account balances increased by 5% from last quarter, in positive movements.  

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Aon is betting on further pooled employer plan growth with added headcount.

Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.

The sweeping retirement reform will usher in both short- and long-term efforts to expand retirement savings to more Americans.

Late November means Thanksgiving and colder temperatures, and for retirement plan sponsors—detailed in blog post by Groom Law Group—the time...

The department Labor replied with information for the SECURE Act amendments to ERISA that relate to the bonding requirements under...

Cerulli retirement research shows consultants favor TDFs with guaranteed income for plan sponsors’ lifetime income options.

Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.  

The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts. 

Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.

Rising interest rates and increased market volatility could drive plan sponsors to take a fresh look at incorporating annuities.

The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.

The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...

The changes to Form 5500 for defined contribution and defined benefit plans are modest.

Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.

However, survey data shows there are some areas where employers could improve their communication strategies to optimize plan utilization and...