Uncategorized

The Department of Labor’s new fiduciary rule clarifies how retirement plan advice, one-time rollovers and annuity recommendations are viewed under ERISA.

The ESG rule was upheld in a Texas district court, but was appealed to the 5th Circuit in October 2023.

Regulator cites growth of outreach and education programs along with monetary recoveries among last year's accomplishments.

Plan funding improved in most pension measures, despite the bond-market rally.

The DOL and IRS have both issued updates for the three composite plan types.

Plan sponsors and communications professionals examine the importance of reaching out to participants and how it can improve retirement savings.

T. Rowe Price launches Capital Appreciation and Income Fund; Brighthouse Financial introduces suite of fixed-indexed annuities; ShareBuilder 401k waives setup costs.

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

The NYC-based plan will receive about $20 million to restore its solvency through 2051.

The DOL sent a new fiduciary rule for an interagency review before its publication in the Federal Register.

Users may not be able to rely on artificial intelligence for financial advice yet, but technological developments are already making plan sponsors more efficient.

The answer is that it can be both, but may depend on their employee pool, according to panelists at a PLANSPONSOR HSA Conference.

Panelists discussed the benefits of offering health savings accounts and some best practices for employers.  

Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; Xtrackers by DWS announces a new ETF; and more.

The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.

Thursday was the final day to submit comments on the December 2022 IRS proposal to allow remote notarization for many retirement plan changes and actions.

Age-60 catch-ups and Roth provisions will be especially difficult for government plans to implement.

Federal Reserve Chairman Jerome Powell says the FOMC remains 'strongly committed to bringing inflation back down to our 2% goal.'

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.

Mirae Asset Mutual Fund launches Smart Beta ETF; Brown Advisory introduces Sustainable Value Mutual Fund; Modern Capital releases Capital Tactical Opportunities Fund; and more.