PLANADVISER Sept/oct 2022

Legislative and Judicial Actions

The DOL updates auditor independence rules; the IRS extends plans’ amendment deadlines for certain CARES Act and Tax Relief Act provisions; MarylandSaves, the latest state-run plan, launches; and more.

Of Mutual Benefit

Advisers can help small nonprofits—a market that’s expected to grow.

On the Move

 ➜ Lisa Gomez was confirmed, in a 49-36 Senate vote, as the new assistant secretary of labor for the Employee Benefits Security Administration.➜ J.P. Morgan Asset Management appointed Steve...

Talking Points

Where Employers Spend on ‘Wellness’ In today’s worrisome economy, just 32% of large companies prioritize investing in workers’ financial well-being—i.e., to a “high” or “very high” extent—vs. in programs...

A Helping Hand

Participants may need prompting to use available adviser services.

The Full Potential

Helping sponsors determine what retiree services to offer plan participants.

PEPs’ Slow Growth

Economic distractions and alternative options have lessened the uptake.

Jorge Bernal

Meet SageView Advisory Group’s new COO.