Compliance | May 24th, 2023 Congressional Leaders Tell Treasury to Expect SECURE 2.0 Technical Corrections The letter did not outline a timeline but identified four technical errors and ambiguities to be fixed.
Products | April 27th, 2023 Investment Product and Service Launches Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.
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.
Compliance | January 19th, 2023 How SECURE 2.0 Can Help Small Businesses SECURE 2.0 has several provisions designed to increase retirement plan creation and participation by small businesses, in particular by offering...
Products | September 20th, 2022 Retirement Gateway from Equitable Launches for Small Business 401(k) program seeks to serve small and startup plans by easing demands on plan administrators.
Data and Research | May 17th, 2022 Three in Four Small Businesses Don’t Offer a 401(k) Plan Lawmakers and states are making efforts to address the perceptions that some businesses are too small to offer a plan...
Data and Research | May 5th, 2022 Small Employers Are Showing Interest in PEPs Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.
Products | January 10th, 2022 Transamerica Joins PEP-Alternative Market The Transamerica Advantage Solution is being described by the firm as ‘a configurable retirement plan’ designed to be attractive to...
Products | December 1st, 2020 Plan Start-Up Fees Waived by ShareBuilder 401k Plans set up in December can also include an initial 401(k) contribution from the business owner.
Products | October 15th, 2020 JPMorgan Chase Launches Everyday 401(k) Micro-Market Solution One notable feature is that Everyday 401(k) allows small business owners to commence setting up a plan and enroll their...
Benefits | August 11th, 2020 Small Business Employers are Freezing Cash Balance Plans Amid the pandemic, many are pausing their cash balance plans out of concern that there could be insufficient cash on...
Products | June 7th, 2019 HANYS Benefit Services to Expand Towards Smaller Market The firm says plan sponsors in the smaller end of the market are underserved, and believes the expansion will lead...
Products | June 4th, 2019 Ubiquity Offers Financial Wellness Tool Catered to Small Businesses CensiblyYours designates a 3(38) investment adviser to assist plan sponsors and offers participants access to the financial education platform Edukate.
January 10th, 2019 Small Business Employees Sorely Need Retirement Plan Coverage LIMRA data shows nearly four in 10 workers say they began to save for retirement because their employer offered a retirement savings plan.
Compliance | December 20th, 2018 Senators Cardin and Portman Offer Another Broad Retirement Reform Bill Among some 50 other provisions aimed at improving retirement readiness in the U.S., the bill substantially increases the tax credit...
Administration | December 7th, 2018 Small Plans Can See Big Results Sponsors of small DC plans are adopting creative strategies similar to larger plans.
Products | November 15th, 2018 Square, Inc. Adds Benefit Offerings for Small Businesses Small businesses who use Square Payroll can access affordable benefits like health insurance and retirement savings.
Products | October 10th, 2018 MassMutual Revamps Small Business Retirement Platform The revitalized programs now offer simplified investment lineups, affordable pricing and fiduciary support services.
Data and Research | July 12th, 2018 Small Businesses Embracing Progressive Retirement Plan Design Features In addition, Vanguard found among its book of business a large increase in the number of small businesses offering retirement...