Search results for: the blank effect
Inflation, Tariffs Main Concerns Among Senior Investment Pros
Higher inflation over the next year is by far the biggest concern among surveyed insurance companies, according to a BlackRock report.
Roth Compliance Tops Advisers’ Q4 To-Do List
SECURE 2.0 provisions concerning Roth catch-up contributions and plan forfeitures need to top of mind for plan advisers for the remainder of the year.
2026 Retirement Plan Adviser of the Year Awards Nomination Period Open
Nominations are now being accepted in six categories through January 9, 2026.
New Executive Benefits Added by 24% of Companies
Corporate decisionmakers continue to make significant investments in benefit offerings to recruit and retain top executives, according to Goldman Sachs Ayco’s 2025 Executive Benefits Survey.
Health-Related Spending Account Contribution Limits to Rise in 2026
Voluntary salary reductions for health flexible spending cafeteria plans and annual deductibles for medical savings accounts will slightly increase next year.
2025 Top Retirement Plan Adviser: Joe Weber
Thoughts from Joe Weber, with Integrated Financial Solutions.
2025 Top Retirement Plan Adviser: Jeremy Weith
Thoughts from Jeremy Weith, with HUB Retirement and Wealth Management.
Making Roth Real
How plan advisers are helping participants understand Roth contributions to retirement plans.
Advisers ‘Playing ‘Quarterback’ as IRS Changes Roth Rules
Defined contribution plan advisers and sponsors need effective teamwork as the Roth compliance deadline grows closer.
Abandoned 401(k) Accounts Double in Past Decade
‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.
DOL Relies on ‘Contingency Plan’ During US Government Shutdown
During the shutdown, more than 75% of the Department of Labor’s staff are furloughed, but critical requirements like Form 5500 filings are remaining in effect with unchanged deadlines.
2025 Top Retirement Plan Adviser: Sean Bjork
Thoughts from Sean Bjork, with Bjork Asset Management.
2025 Top Retirement Plan Adviser: Jake Connors
Thoughts from Jake Connors, with Compass Financial Partners, a Marsh & McLennan Agency LLC Company.
2025 Top Retirement Plan Adviser: Chad Noorani
Thoughts from Chad Noorani, with Benefit Financial Services Group.
2025 Top Retirement Plan Adviser: Manny Alonso
Thoughts from Manny Alonso, with Raymond James.
HSA Contributions, Balances Up for Third Consecutive Year
While employee contributions to health savings accounts kept increasing last year, few used them as retirement savings vehicles.
SEC Pushes Back Deadline for Private Investment Funds’ Disclosures
Private funds and advisers now have until October 2026 before they must provide enhanced confidential disclosures about portfolio investments and risks.
House Bill Would Allow Transfers of Unclaimed Retirement Distributions to States
The bill would have states report unclaimed retirement savings to a Department of Labor database, making it easier for individuals to locate and recover their funds.
Hourly Workers Lag Behind Salaried Employees in Achieving Retirement Goals
The disparity comes from a lack of access to plans, guidance and education, according to Escalent’s Cogent Syndicated.
2025 Top Retirement Plan Adviser: David Hanson
Thoughts from David Hanson, with IIS Financial Services.