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A Road Map for Congress to Increase DB Plan Use
NIRS offers 6 recommendations for boosting DB use in the private sector, starting with lowering insurance premiums.
IRA to IRA Rollovers Pose Legal Vulnerability for Retirement Security Rule
Legal experts with varying perspectives on the rule agree that DOL likely does not have jurisdiction over IRA to IRA rollovers
House Republicans Look to Curtail SEC Enforcement and Settlement Authorities
The bills under review on Tuesday would effectively limit the settlement amounts that the SEC can impose.
Social Security Funds Gain Additional Year in Forecasting
A strong job market and wage growth helps extend forecast for both funds when compared to last year.
DB and DC Participant Access Update
The BLS’ most recent data reports 67% of private workers have access to a defined contribution plan and 15% can use a defined benefit plan.
Fiduciary Rule Lawsuit Leans on Prior Court Rebuttal
An advocacy group for independent insurance advisers alleges the DOL’s Retirement Security Rule is similar to a proposal struck down by courts in 2018.
Reading the Stress Barometer
BrightPlan finds employees, especially Gen Z, are anxious about their financial situation as employers seek solutions.
Beyond Auto
Impactful plan design innovations that plan sponsors can make to incentivize workers to save.
Fiducient Promotes Goss to President
He will succeed Mark Wetzel in the role and report to Sabrina Bailey, named CEO last year.
Chamber of Commerce Challenges Non-Compete Ban
The legal complaint argues that the FTC does not have the authority to follow through with a ban on noncompete agreements it passed just days ago.
FTC Votes Through Noncompete Rule
A rule outlawing noncompete agreements for all workers, including senior executives, passed in a 3 to 2 vote.
DOL Issues Final Retirement Security Rule
The much-anticipated fiduciary rule brings retirement plan advisement, one-time rollovers and annuity recommendations under ERISA.
Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy
Shawn Plummer, a benefits expert who has trained financial advisers, breaks down the key elements of guiding participants toward tax-advantaged savings.
Moving Beyond One-Size Fits All Benefits
New research from Nuveen shows a persistently strong labor market means benefits such as 401(k) plans matter to combatting workplace turnover.
Three Plan Advisers on the Convergence
Three top advisers discuss the present and future of retirement plan advisement and wealth management.
HSAs: Holistic Education and Targeted Outreach
Advisers and plan sponsors should embrace holistic financial wellness and targeted outreach when engaging participants about health savings plans.
Victory to Acquire Amundi’s $104B U.S. Division
The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the Texas-based firm.
Corporate DB Plan Funding Status Continues To Rise
Strong equity markets and stable interest rates have contributed to boosting funding surpluses.
Retirement Industry People Moves – 4/12/24
Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at Concurrent; and more.
High-Deductible Health Plan Opportunities and Challenges
The usefelness of high-deductable health plans depend in part on a plan sponsor's participant pool makeup, according to panelists speaking at PLANSPONSOR's 2024 HSA conference.