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DOL Announces Two Know Your Fiduciary Responsibilities Seminars
The one in Detroit will take place on June 5 and in Wilmington, Delaware, June 25
Americans Expect Financial Security to Be Elusive in Retirement
Among all age groups, 76% think people in their generation will have a harder time achieving financial security in retirement than their parents, the Transamerica Center for Retirement...
Effective Financial Wellness Programs Hinge on One-on-One Advice
With only 19% of workers who are offered a financial wellness program using it, employers need to take a new approach, according to MetLife
District Court Again Allows SafeWay ERISA Lawsuits to Proceed
The district court rules SafeWay’s dismissal motions conflate the principle that investment decisions should not be evaluated based on hindsight with the need to use historic information available...
Small Business Owners Need a Nudge to Offer Retirement Plans
A survey reveals points about which small business owners could be educated to incent them to offer retirement plans for employees and save for retirement themselves.
MassMutual Introduces HSAs Powered by WEX Health
Clients with high-deductible health care plans can use the solution to put aside money on a tax-favored basis for eligible health-related expenses.
Your Clients’ Cybersecurity Concerns
Retirement plan advisers can help plan sponsor clients know their providers are taking the right steps to protect participant data—without exposing information hackers can find.
New Jersey Latest State to Issue Fiduciary Regulations
Brokers who were happy to see a federal-level uniform fiduciary rule rejected by an appeals court last year may now be rethinking their stance as a patchwork of...
CUNA Mutual Offers Financial Fitness to Retirement Plan Participants
It is available for all plan participants through CUNA Mutual Retirement Solutions’ BenefitsForYou website, and there is no cost to participants or plan sponsors.
Largest DB Plans Move to Fixed Income and Continues to Derisk
During 2018, the $20 billion club shifted asset allocations significantly away from risky assets and into fixed income, Russell Investments found.
Retirement Industry ESG Headcount, Product Set Grows
As the product set expands, knowledge about the topic of “ESG investing,” and how this relates to ERISA’s demands, is expected by many plan sponsor clients and prospects.
Sponsored by Ascensus
Redefining Wellness: It Starts with the Employer
When it comes to benefit program delivery, the definition of “wellness” is about to change.
Sponsored by Ascensus
Advisers See Increased Interest among Sponsors for Retirement Income
Nearly two-thirds of 401(k) consultants and advisers believe sponsors want to continue to serve workers once they retire, PIMCO learned in a survey.
John Hancock Introduces Alexa Capabilities for Retirement Plan Participants
Its retirement plan participant clients can now access personalized information, including frequently-asked account queries, through their Alexa-enabled devices.
Mobile Access Opened for Lively HSA
Lively HSA owners have requested a mobile app ever since the firm’s launch, says Shobin Uralil, co-founder and COO of Lively.
Beyond (k)
When Savers Exceed the Limit
Strategies to help highly paid employees raise their income replacement ratio.
Compliance Consult
Unrelated Taxable Income and Pensions
‘Tax Cuts’ act raises the tax on funds generating UBTI.