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Plan Sponsor of the Year Nominations Close Monday!
The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.
Sophisticated DC Plan Investors Increasingly Turn to Real Estate
Real estate is viewed as a cyclical asset class—specifically one that has been in a relative trough for several years and which can be expected to rebound and...
Pandemic Has Increased Financial Wellness and Retirement Readiness Disparities
Two-thirds of Black and Hispanic respondents to a Society of Actuaries survey said if they are changing or considering changing their plans for retirement, they will retire later.
Sharebuilder 401k Waiving Set-Up Fees for New 401(k) Plans
The firm offers a resource to inform employers of the top tax benefits in starting a 401(k) plan.
More Than One-Quarter of Employees Say Equity Compensation Will Help Them Meet Long-Term Goals
As employers feel increasingly responsible for helping participants with financial wellness, equity compensation is being viewed differently.
2021’s Hardships Redefine Financial Wellness Goals
With so many Americans having gone through tough times over the past two years, a new study looks at how this has affected their financial well-being and sense...
QPA Launches PEP Featuring Adviser Managed Accounts
The pooled plan solution is being launched in partnership with Newport Group.
Retirement Industry People Moves
Mercer Advisors announces new acquisition; Lincoln Financial Group names new chief officers; Smart appoints merger and acquisition director; and more.
ERISA Suit Dismissal Shows How Claims Can Fall Short
The district court accepted a magistrate judge’s recommendation and dismissed the case based on the plaintiffs’ failure to state an actionable claim regarding the retirement plan fees they...
Investment Product and Service Launches
Vanguard announces plan to launch new China equity fund; Two Sigma and eVestment to partner through Venn; Fingage and OWL Analytics announce partnership; and more.
More Retirement Industry Trends to Prepare for in 2022
A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.
The 2022 Retirement Legislation Landscape Takes Shape
The SECURE Act became law at the very end of 2019, ushering in major changes for the retirement planning industry, and experts are again asking whether the close...
DOL Seeks Information From Alight Solutions About Cybersecurity Incidents
Alight has been sued by retirement plan participants whose accounts were hacked, and the Department of Labor is investigating the provider's practices.
The 2022 M&A Outlook: Bumper or Bust?
Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty securing top talent as the number of transactions...
More Firms Are Addressing the Group Plan Market
Franklin Templeton has selected a new group plan recordkeeper in Transamerica, while PRI and Waypoint have formed a new joint company called Group Plan Systems.
2021 Required Amendments List Includes Changes for Multiemployer Plans
The only changes in requirements that would necessitate a plan amendment relate to the multiemployer plan financial assistance program, and there were no changes that may require an...
Updated myStockOptions Year-End Planning Site Updated
To help employees with equity compensation, myStockOptions.com has updated its education and guidance on the major issues, decisions and financial-planning strategies for the end of 2021 and the...
Moving From Words to Actions on Diversity, Equity and Inclusion
Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of the past few years have helped supercharge efforts...
Differentiating ‘Diversity’ and ‘Inclusion’ Helps Address Both
One research report defines ‘inclusion’ as the degree to which employees are embraced and enabled to make meaningful contributions.
Succession Planning Marketplace Evolves
While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans...