Plan Design / Participant Coverage PLANADVISER July/August 2022

Greater Access

Adjust the plan—or craft a new one—to cover a client’s excluded workers.

Reported by

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Compliance

July 23rd, 2025

If enacted, the legislation would give nonprofits the same benefits offered to for-profit entities under the SECURE Act.

Data & Research

June 20th, 2025

A new Transamerica report considers generational differences in retirement expectations.

Data & Research

June 17th, 2025

A Deloitte survey explores what drives Generation Z and Millennial workers and what leaders must understand to build future-ready workplaces.

ERISA vista PLANADVISER July/August 2022

If Caught Off Guard by a Failure

Advisers can self-correct some violations of PTE 2020-02.

Reported by

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Data & Research

June 4th, 2025

Research from PensionBee founds more than 29 million “left-behind” 401(k)s currently exist in the U.S. retirement system, costing workers up...

Compliance

April 30th, 2025

The justices did not comment on the case, which centered on prohibited transactions under the Employee Retirement Income Security Act,...

Data & Research

March 27th, 2025

Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households,...