There were no days of above-normal trading activity, according to the Alight Solutions 401(k) Index.
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well managed.
IRS Notice 2019-67 specifies updated mortality improvement rates and static mortality tables to be used for defined benefit pension plans during 2021.
INSIDE THE MAGAZINE PLANADVISER November-December 2019
The DOL is aiming to "modernize fiduciary practices related to the voting rights associated with ERISA plan investments and harmonize those regulations with the requirements of other regulators.”
One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA once they enter retirement.
Among other things, the archdiocese of Newark was accused of filing for "church plan" status to avoid having to fund the pension plan of hospital employees.
Asset managers also expect modest economic growth to shift investors’ attention to smaller companies, value stocks and cyclical sectors.
The updated ABG Plan Limits app is now available for free in Apple's App Store and Google’s Play Store.
While not divided across political lines, the parties in Sulyma v. Intel Corporation Investment Policy Committee view the question of what establishes “actual knowledge” of an alleged fiduciary breach under ERISA very differently.
Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis.