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Client Service
November 27th, 2024

MEPs and PEPs in the Pooled Marketplace

Although pooled employer plans get most of the headlines, multiple employer plans continue to play an important role in the...
Deals & People
November 27th, 2024

Video: Lisa Gomez Discusses Her Exit Strategy

The EBSA head discusses the importance of the DOL continuing to do outreach on retirement savings to participants on the...
Compliance
November 26th, 2024

Deadline Nears for Plan Sponsors to Sign Attestations for Access to Health Plan Data

Employers are responsible for signing attestations to confirm that their health care service providers are not restricting access to plan...
In Practice
November 26th, 2024

Mapping State Retirement Programs

Georgetown University’s Center for Retirement Initiatives provides a color-coded map of where U.S. state-led retirement programs stand today.
Compliance
November 26th, 2024

Great Gray Presses Senators to Allow 403(b) Plans to Use CITs

The CIT trust company and two law firms argue against consumer groups seeking to halt a bill that would let...
Compliance
November 26th, 2024

SEC Charges Former WAMCO co-CIO With Fraud

The SEC alleges Ken Leech engaged in a multi-year scheme to favor some clients over others through a practice known...
Deals & People
November 26th, 2024

Trump’s Labor Secretary Pick Has More Health Than Retirement History

Oregon representative Lori Chavez-DeRemer also comes with pro-labor record that may give pause to Republican Senators.
Compliance
November 25th, 2024

DOL Releases Informational Copies of 2024 Form 5500s

The instruction updates include how to report on pension-linked emergency savings accounts.
Deals & People
November 25th, 2024

Trump Picks Union Supporter for Secretary of Labor

President-elect Donald Trump announced his intent to nominate Rep. Lori Chavez-DeRemer, an Oregon Republican, to head the Department of Labor.
Compliance
November 25th, 2024

Nevada Joins NAIC Best Interest Annuity Rule, Making 48 States

Insurance industry groups are championing the move, because the state insurance regulations are one of the arguments against bringing retail...
Compliance
November 22nd, 2024

SEC’s $8.2B in Financial Remedies Highest in History

Outgoing SEC Chair Gary Gensler oversaw the highest fines figures for the regulator in 2024, though total enforcement actions were...
Data & Research
November 22nd, 2024

Dalbar Releases Top 10 Plan Participant Websites

The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.
Compliance
November 22nd, 2024

Mercer: Trump, New Congress Will Likely Continue Bipartisan Work to Expand 401(k) Coverage

Mercer’s policy lead says bipartisan work should continue to expand employer-sponsored retirement plan coverage, but tax treatment of such plans...
Products & Services
November 21st, 2024

Product & Service Launches – 11/21/24

AllianceBernstein launches direct indexing investment options; AssetMarket adds TIFIN AI capabilities for advisers; Oppenheimer partners with Pontera for client 401(k)...
Compliance
November 21st, 2024

SEC Chair Gensler Announces January 20 Departure

Biden appointee Gensler will step down after a ‘robust rulemaking agenda’ as Republican leadership takes over the White House.
Compliance
November 20th, 2024

Rhode Island To Start Auto-IRA Program in 2025

RISavers administered by Vestwell is expected to begin a pilot in the spring of 2025 in partnership with Connecticut's state...
Compliance
November 20th, 2024

Respondents Recommend Simplicity, Data Sharing for Saver’s Match

Retirement industry representatives, providers and academics weighed in on how to best implement a federal matching program for lower-income savers.
Client Service
November 20th, 2024

Principal Launches Workplace Personal Investing Program for Mass Affluent

The adviser solutions program started in Q3; meanwhile, the firm’s asset management arm will release its first passive TDF in...
Compliance
November 20th, 2024

Correcting 401(k) Auto-Enrollment Failures

ERISA experts Fred Reish and Joan Neri answer a question about addressing a plan sponsor client’s error in implementing automatic...
Compliance
November 19th, 2024

Capital One Facing 401(k) Plan Forfeiture Suit

Capital One Financial Corp. and its board of directors are facing a lawsuit over the usage of 401(k) plan forfeitures, joining...
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Trending

Recordkeepers Prepare for Next Year’s ‘Roth-Only’ Catch-Up

Portability Provider Reaches Account Transfer Milestones

New House Bill Revives Push for Automatic Retirement Accounts for Uncovered Workers

NEPC’s Bill Ryan to Join Carlyle as Managing Director, Head of Retirement Solutions

Research Finds Slowdown in Spending During Retirement

Events Spotlight

2026 Retirement Plan Adviser of the Year Awards

Nomination Period Open
PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The deadline for nominations is January 9, 2026.

Industry Intelligence

THOUGHT LEADERSHIP

Cracking the Retirement Code: Income Replacement Rates

Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.

Sponsored by American Century Investments

THOUGHT LEADERSHIP

Retirement at a Glance

Stay up to date on capital markets and the retirement industry with our quick insights and information.

Sponsored by MFS Investment Management

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