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IRS Updates Information About Adopting Pre-Approved Plan Documents
New FAQs offer information about when retirement plan sponsors can adopt pre-approved plans and when determination letters are issued.
Promotional Materials for America Saves Week Available
The Employee Benefit Research Institute (EBRI) and the American Savings Education Council (ASEC) offer an online digital toolkit.
GAO Recommends IRS Reconsider Rollover Rules for Retirement Accounts Claimed From States
The GAO notes that the IRS has not taken action to ensure that individuals who claim retirement savings from a state can roll over these savings to other...
Retirement Industry People Moves
Cetera CEO steps down due to health concerns; Wilshire announces series of promotions and hires; DWS Group adds investment solutions head: and more.
Fidelity Faces ERISA Prohibited Transaction Charges in New Lawsuit
The lawsuit accuses Fidelity of requiring "secret" payments from funds to make up for declining amounts of revenue sharing payments received by the firm as a result of...
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
The 2019 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Congratulations to...
Parties in Anthem ERISA Fee Litigation Propose Settlement
Fiduciary defendants were accused of allowing unreasonable expenses to be charged to participants for administration of the plan and of retaining high-cost and poor-performing investments.
2019 PLANSPONSOR Retirement Plan Adviser of the Year
The 2019 PLANSPONSOR Retirement Plan Adviser of the Year winners and finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants....
AXA Equitable Life Creates Asset Allocation Plan for 403(b) Participants
The program will contain both aggressive and conservative portfolios, both dependent on years before a participant plans to retire.
Participants Remained Committed to Their DC Plans During 2018
In the first three quarters of 2018, only 2.2% of participant stopped contributing to their plans, ICI data shows.
LIMRA SRI Urges Advisers to Diversify Their Clientele
A new survey report from LIMRA Secure Retirement Institute finds four in ten black Americans suggested that they feel they don’t have enough money to work with a...
U.S. Supreme Court Lets Stand Denial to Compel Arbitration in USC ERISA Lawsuit
Plaintiffs' claims over retirement plan investment and administration fees against the University of Southern California may now proceed.
Plan Success Beyond the Usual Statistics
High-level averages are often used to talk about the retirement readiness of a given defined contribution plan population, but the numbers can be misleading when it comes to...
DOL to Hold Fiduciary Responsibilities Seminar in Portland
In addition, the agency is holding a three-day webcast series in March.
Sponsored by T. Rowe Price
A Different Perspective on Sequence-of-Returns Risk Around Retirement
Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of...
Sponsored by Trowe
Principal Pairs Financial Wellness with Voice Activation
Principal Flash Briefing, the firm’s financial wellness platform, relies on Alexa.
Debt Weighs Heavily on Millennials
They may be grappling with debt for decades to come, according to Nationwide Advisory Solutions.
Lincoln Financial Group Launches ‘IRA Income Plus’ Annuity Rider
The optional living benefit rider is available within Lincoln variable annuities and is designed to help maximize income on qualified money.
Sponsored by OneAmerica
CITs: A Demonstration of Commitment and Experience
Interview with Terry Burns
Sponsored by OneAmerica
Franklin Templeton to Pay Over $13 Million to Settle Self-Dealing Lawsuit
In addition, the company will select a non-proprietary target-date fund (TDF) for its 401(k) investment lineup and increase the company match contribution rate for three years.