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Bringing Alternative Assets Into 401(k) Plans
The market volatility that ensured at the outset of the coronavirus pandemic has shown the importance of diversifying retirement plan portfolios.
How COVID-19 Volatility and Near-Zero Rates Benefit Annuities
In the current market environment, safe assets simply do not pay what they once did, but that doesn’t mean annuities have become less attractive. In fact, on a...
Transamerica Will Recordkeep Lockton Northeast PEP
Lockton announced in August that its new outsourced administrative responsibilities (OAR) practice will make PEPs the first order of business.
Behavioral Science Strategies Can Lead to More Savings
Quantity of information and time are two important factors when it comes to improving financial savings habits for participants.
JPMorgan Everyday 401(k) Platform Signifies Micro-Market Competition
SS&C Technologies will act as the underlying recordkeeper for the Everyday 401(k) small-business retirement plan solution, which the firm’s leadership says will complement the existing Retirement Link platform...
15th Anniversary of RPAY: Joe Connell
Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of the Year in 2014, Joe Connell says his...
How to Diversify Retirement Plan Committees
With representation being top of mind in 2020, companies are reconsidering the makeup of their workforces and their retirement plan committees.
Reliance Trust Reaches Deal on 401(k) Excessive Fee, Self-Dealing Suit
Admitting no wrongdoing, Reliance Trust will pay $39.8 million to settle the case.
Financial Wellness Is the First Step to Retirement Security
Financial wellness programs are here to stay, and they are a big part of the employee benefits landscape of the future, says Craig Copeland, a senior research associate...
Advisers Counter Effects of COVID-19 With Technology
Like so many other industries, the financial planning community is being adversely impacted by the pandemic, Nationwide reported in a survey.
BPAS Introduces PensionEase
The offering includes participant recordkeeping and compliance monitoring.
Nestle Sued Over Fees for Managed Accounts, Recordkeeping
The lawsuit contends that, in most cases, the managed account service added no material value to participants, creating asset allocations 'not materially different than' those of the age...
Social Security Benefits, Taxable Wages Will Increase in 2021
Social Security recipients will see a 1.3% cost-of-living adjustment, and the maximum amount of earnings subject to the Social Security tax will increase by $5,100.
LT Trust Offers Data Visualization Technology
The aim of PartnerLens is to help advisers serve clients more effectively.
Court Again Finds No ERISA Fiduciary Act in DuPont Pension Case
The plaintiffs in the case claimed the company implemented a corporate restructuring in a way to avoid pension plan obligations.
Retirement Industry People Moves
The Standard selects employee benefits lead and Rebalance names retirement services VP.
Helping Clients With Part-Time Employee Inclusion in Retirement Plans
Counting hours, implementing cashouts and finding missing participants are some of the processes plan sponsors need to review for the SECURE Act's new requirement.
Advisor Group Adds Digital Marketing Tools to Platform
The new capabilities include artificial intelligence and personalized video content.