The Inner Workings of HSAs
Speakers at the virtual PLANSPONSOR 2021 HSA Conference touted the benefits of health savings accounts and explained what HSA rules...
News
Number of Women in Asset Management Roles Remains Stagnant
Morningstar and the CFA Institute have found the United States is among the nations with the lowest number of women...
Four Considerations Regarding Union Pension Funding Relief
Signed into law in early March, the American Rescue Plan Act (ARPA) included $1.9 trillion in collective economic relief, much...
Betterment 401(k) Partners With Bennie to Improve Financial Wellness
The partnership creates a single, easy-to-navigate platform where participants can access all their benefits information.
Judge Finds in Favor of Principal Life’s Process for Setting GIC Crediting Rate
Principal prevailed in a lawsuit that alleged it set the crediting rate for a guaranteed investment contract (GIC) such that...
The Most Common Retirement Plan Testing Mistakes
By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.
Excessive Fee Lawsuit Settled for $2.3 Million
Brenntag North America denied any wrongdoing regarding the alleged failures that plaintiffs said caused excessive investment and recordkeeping fees in...
The Pandemic Has Brought Advisers’ Succession Planning to the Fore
At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business
Retirement Industry People Moves
CFP Board names new D&I director; T. Rowe Price Retirement hires senior sales executive; Mid Atlantic Acquires PensionPro; and more.
IRS Announces FY 2021 Examination Priorities
RMDs in large DB plans and participant loans are among the items the agency says it will target in compliance...
Investment Product and Service Launches
Vanguard lowers fees for Target Retirement Trusts; State Street Global Advisors announces new bond ETF; Bernstein Research launches Alphalytics; and...
Q1 2021 Sees ‘Record-Shattering’ Pace of Adviser M&As
Strong market conditions, increased competition from buyers and favorable deals for sellers laid the foundation for the activity, according to...
Many Near-Retirees Don’t Understand Social Security Benefits
More than one-third failed a basic Social Security quiz administered by MassMutual.
RightBRIDGE Rollover Analysis Integrated With Retirement Learning Center
The partnership gives RightBRIDGE users access to detailed employer-sponsored plan data.
FSI Expands Health Insurance Program for Independent Advisers
The offering is billed as a new and affordable way for independent financial advisers to obtain ACA-compliant medical health insurance for themselves, their licensed staff and their families.
Bellwether IBM Stock Drop ERISA Lawsuit Settlement Published
The case history of IBM v. Jander shows the importance, but also the limitations, of Supreme Court rulings in fiduciary...
Lessons in Building Talented Teams
In a dialogue with PLANADVISER, Dominique Henderson, founder of an adviser mentorship program called JumpStart, reflected on his own entrance...
Lawsuit Says Retirement Plan Fiduciaries Failed to Monitor and Limit Revenue Sharing
The complaint against Wesco Distribution also alleges that the defendants chose higher-cost share classes for investments.
Judge Moves Forward ERISA Suit Against Coca-Cola Bottler
The judge found that plaintiffs in the case challenging the use of an actively managed TDF suite rather than its...
Retirement Industry People Moves
LeafHouse and investGrade announce new marketing VP; AIG selects executive VP, global head of Operations; Loomis, Sayles & Company add...