Not All Retirement Plans Must Be Amended for Windsor
The Internal Revenue Service (IRS) has released guidance on the treatment of marriages of same-gender couples with regard to retirement plans.
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Retirement Revolution Integrates ‘SmartPlan’ Solution
Recordkeeping and custodial services provider Retirement Revolution added vWise’s SmartPlan Enterprise solution to its retirement plan product offerings.
DCIIA Offers Q&A About Automatic Plan Features
A paper answering commonly asked questions about implementing automatic features for retirement plans is now available for plan sponsors.
SEC Reconsiders TDF Glide Path Illustrations
The Securities and Exchange Commission (SEC) is again seeking public comment on rule amendments proposed in 2010 that would change the way target-date funds (TDFs) are marketed.
IRS Schedules Plan Terminations Phone Forum for May
The Internal Revenue Service (IRS) will hold a phone forum next month about retirement plan terminations.
DOL Seeks Losses from Failing to Remit Contributions
The U.S. Department of Labor (DOL) has filed a lawsuit to recover losses to the Cargill Heating & Air Conditioning Co. Inc. Savings Plan in La Crosse, Wisconsin.
fi360 Backs Fiduciary Scoring with Data
An independent study from financial research firm MacroRisk Analytics suggests the fi360 Fiduciary Score, a proprietary mutual fund rating system, has a strong correlation to investment performance.
Sixth Church Plan Challenge Added to List
Advocate Health Care Network in Illinois is the latest pension plan sponsor facing a challenge to its plan’s status as a “church plan.”
Another Court Rejects Pension’s ‘Church Plan’ Status
A federal court refused to dismiss a lawsuit against Saint Peter’s Healthcare System, holding that its retirement plan is not a “church plan” under the Employee Retirement Income...
IRS Guidance Eases Rollover Processing
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have issued guidance designed to more easily facilitate the transfer of savings from one retirement plan...
DOL Announces Fiduciary Seminars in June and July
The Department of Labor is hosting its free compliance assistance seminar in Memphis, Tennessee, and Madison, Wisconsin.
Retirement Plan Solutions Partners with Pensionmark
Financial adviser Erik Swenson, president of Retirement Plan Solutions, has affiliated with Pensionmark Retirement Group, creating RPS Pensionmark.
Great-West Acquires J.P. Morgan Retirement Plan Services
Great-West has reached an agreement to acquire the J.P. Morgan Retirement Plan Services large-market recordkeeping business, which has $167 billion in plan assets across 200 plan sponsor clients...
Roth 401(k) Is an Option to Consider
Plan sponsors might consider offering Roth accounts to participants, since some may want to contribute after-tax dollars to retirement savings.
NFP Advisor Services Unveils Succession Planning Tools
A suite of succession planning resources from NFP Advisor Services aims to help advisers capitalize on buying or selling a practice.
Employees Have Gaps in Financial Literacy Knowledge
Employees have significant gaps in their financial literacy knowledge when it comes to areas such as money management, says a new survey.
The Hottest Gadgets Reviewed
The best e-reader? The best tablet? The best smartphone? The reviews are in from Engadget users, and the answers may surprise you.
Taylor Investment Adds to Pension Marketing Staff
Stephen Birmingham joined Taylor Investment Counselors as executive vice president, director of business development.
Positive 401(k) Behaviors Picking Up
Workers who made changes to their 401(k) accounts last year took a positive step 76% percent of the time, according to a recent analysis.
Employees Could Use More Financial Education
Sixty-eight percent of employers offer some kind of financial education for employees, a survey found.