Magazine Articles

A Helping Hand

Participants may need prompting to use available adviser services.

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...

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.

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...

Jorge Bernal

Meet SageView Advisory Group’s new COO.

On the Move

 ➜ Julija Kod joined Wilshire as senior vice president of the institutional client solutions team. ➜ Daniel Yem joined J.P. Morgan Asset Management as a senior investment specialist to support...