Weekday news and analysis for retirement plan advisers

Thursday, November 04, 2021 Exclusives | Awards | Research | Events

Most DC Plan Participants Can Defer Up to $20,500 to Plans in 2022 The IRS has announced contribution and benefit limits for qualified retirement plans for 2022. The contribution limit for employees who participate in 401(k), 403(b) and most 457 plans, as well as the federal government’s Thrift Savings Plan will increase to $20,500, up from $19,500 in 2021. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Newport Group Will Merge With Ascensus The acquisition will expand the solutions and expertise Ascensus provides to its clients and adviser partners.

Today’s Most Read 1. DOL Issues Final Retirement Security Rule 2. 69% of Pre-Retirees Say Retirement at 65 Is Not Possible 3. Moving Beyond One-Size Fits All Benefits

Including HSAs in an Adviser’s Practice Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement is a top concern for them, so it makes sense for advisers to include health cost planning in their financial wellness and retirement planning.

Could This Be a DOL ESG Framework That’s Here to Stay? In addition to the important practical takeaways of the DOL’s proposed rule on ESG investing and proxy voting, sources say the potential impact and what the department is signaling with the proposal are enormous.

DOL Provides Transitional Relief for Investment Advice Rules A newly issued Field Assistance Bulletin provides that investment advice fiduciaries now have until January 31, 2022, to comply with the impartial conduct standards in the fiduciary prohibited transaction exemption announced at the end of 2020.

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