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GAO Finds Women Anxious About Retirement Security
It reports one of the big issues is that women are overrepresented in low wage professions.
15th Anniversary of RPAY: James Worrell
James Worrell has seen his team expand with more members, assets under management and a new service model since he won the Retirement Plan Adviser of the Year...
Lockton Creates PEP Solutions for Small and Large Employers
The launch will be available to clients in the Northeast and extend nationally over the course of several months.
IRS Issues NPRM for Extended Rollover Deadline for Qualified Plan Loan Offsets
A participant has until the due date (with extensions) for filing his federal income tax return for plan loan offset amounts resulting solely from the participant’s termination of...
401(k) Participants Barely Touched Accounts in July
However, the movement from equities to fixed income continues, according to the Alight Solutions 401(k) Index.
Rebalance Offers Personalized 401(k) Products to Small Businesses
The firm will also assume the role of investment adviser to the plan, and therefore accept most of the fiduciary responsibilities as well.
Advising Early Retirees on Money Management
Retiring early can be stressful for workers, but with help from advisers, it doesn’t have to be.
Interim Final Lifetime Income Illustration Rule Published by DOL
The interim final rule includes assumptions plan administrators must use to calculate estimated lifetime benefit payments to be included on retirement plan participant statements.
Liberty Mutual Employees Sue for Retirement Health Coverage
Former employees of the company who were brought on through the 2008 Safeco acquisition say Liberty Mutual is failing to live up to promises it made to provide...
Advisers Giving Back: Bernadette Lanser and St. Ben’s Community Meal
It was originally supposed to be a one-time thing, but at this point, Lanser has spent more than 17 years volunteering at St. Ben’s Community Meal program.
Trump’s Payroll Tax Deferral Raises Concerns on Social Security
The Treasury Department has yet to deliver formal guidance on the deferment.
IRS Provides New Model Rollover Notices
The model notices have been updated to reflect changes made by the SECURE Act.
SEC Staff: COVID-19 Creates New Compliance Considerations
Market volatility related to COVID-19 may have heightened the risk of misconduct in various areas that the SEC staff believes merit additional attention from advisers and compliance professionals.
LinkedIn Now on Long List of Plan Sponsors Facing Excessive Fee Lawsuits
Defendants are accused of failing to use the lowest cost share class for many of the funds in the plan and failing to consider CITs and index funds...
Remote Meetings May Continue Indefinitely, In Part, for Advisers
One silver lining in the coronavirus pandemic has been a rethink of the need for certain business travel; many who used to travel extensively across the country are...
Retirement Industry People Moves
Hall Benefits Law announces changes to ERISA team and BNY Mellon elects governance expert to Board of Directors.
$39.5 Million Settlement Agreed to in DC Plan Excessive Fee Suit
McKinsey & Co. and an RIA it owned were accused of ERISA violations that included prohibited transactions.
Nearly Two-Thirds of Americans Don’t Have Emergency Savings to Last Six Months
More than half of Americans are earning half or less than half of their pre-pandemic income, and 31% have lost their entire income, a FlexJobs and Prudential survey...
15th Anniversary of RPAY: Rick Wedge
When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets under advisement. Today, Wedge, a managing director with...
Northshire Consulting Selects 401GO as Recordkeeper
The partnership will focus on the firm’s National Chamber of Commerce Micro Market Solution.