Magazine Articles

The DOL updates auditor independence rules; the IRS extends plans’ amendment deadlines for certain CARES Act and Tax Relief Act...

Firms are rethinking strategies, with a focus on serving more diverse clients.

Some employers rethink the practice in a day of ‘people want it now’.

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

How they want to be prepared for emergencies.

 ➜ 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...

Helping sponsors determine what retiree services to offer plan participants.

The type of lineup drives complexity in managing liabilities.

Economic distractions and alternative options have lessened the uptake.

A SEP plan or SIMPLE can be a bridge to a traditional DC plan.

PTE 20-02 complicates the meaning of investment advice.

The SEC steps in where ERISA didn’t tread.

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...

How the regulation applies can be nothing short of complicated

Meet SageView Advisory Group’s new COO.

As the plan adviser role evolves, what may the future hold?

Challenges plan advisers face when developing business strategies—and how to resolve them.

 ➜ 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...

As cybersecurity threats proliferate, advisers can emphasize the need for vigilance.

Most plan sponsors agree that a dedicated adviser delivers better outcomes.