PLANADVISER publishes the bulk of our news content online, but we are also proud to continue presenting our bimonthly print edition. Complementing our online news, the print edition contains extensive analysis of the most important industry events and market trends. We also present our own proprietary research and columns from leading ERISA attorneys. Find some of our latest “print coverage” linked below.
Our research team recently completed our annual PLANSPONSOR Recordkeeping Survey, in which we quantitatively report about recordkeepers’ products and services, as well as their total assets and overall client demographics. This research continues to turn up in industry-leading data about the provider marketplace. I still get a kick out of seeing it footnoted on TV commercials or in mainstream print ads when a provider states it is the biggest or has the most plans.
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I’m a fiduciary adviser to Employee Retirement Income Security Act plans. I heard that the Department of Labor just provided guidance on private equity investments in 401(k) plans. What did it say?
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Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
As an example, if a plan sponsor has not yet started tracking part-time employees to see whether they accumulate 500 hours of service in 2021, they should begin doing so immediately.
Thanks to increases in longevity and lower expected returns from stocks and bonds in the foreseeable future, annuities are now seen as a big part of the solution.
