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2025 Top Retirement Plan Adviser: Joseph Cravotta
Thoughts from Joseph Cravotta, with Henderson Brothers Financial Partners.
Why Flexible Working Arrangements Have Staying Power
A recent study found that corporate plan sponsors' top reasons for offering flexibility were work-life balance, talent attraction and retention.
Northern Trust Asset Management Picks Co-CIO for President
Michael Hunstad, co-CIO of Northern Trust Asset Management, has succeeded Daniel Gamba as president.
The Evolution of the DCIO Sales Model
Investment firms are increasing emphasis on developing relationships with CIOs and others responsible for approved fund lists and 3(38) programs.
DOL to Stop Issuing, Accepting Paper Checks
Starting on September 30, the Department of Labor will transition to paperless checks, according to a notice published in the Federal Register.
Turning HSA Owners into Savvier Investors
Health savings account owners were 22% more likely to contribute if they received practical, encouraging messaging from benefits providers, according to a new study by WEX Inc.
GOP Senators Ask for Safe Harbor for Alternative Investments in DC Plans
The senators wrote Labor Secretary Lori Chavez-DeRemer that plan fiduciaries need ‘critical safe harbor protections’ from ‘frivolous lawsuits.’
2025 Top Retirement Plan Adviser: Michael Beczkowski
Thoughts from Michael Beczkowski, with Bolton Investment.
Margaret Ryan to Join SEC as Director of Enforcement Division
She is currently a senior judge of the U.S. Armed Forces Court of Appeals; she will join the SEC September 2.
Treasury Department, IRS Asked to Push Back Secure 2.0 Plan for Roth Catch-Ups
A provision of the SECURE 2.0 Act of 2022 that affects government plans has been delayed from taking effect since 2023, and the National Association of Government Defined...
Corporate Pension Funding Increases in July
The funded status of the 100 largest corporate defined benefit pension plans rose by $4 billion in July, according to Milliman.
Maximizing HSAs’ Value
Getting the most out of an account seen by some as a spending vehicle and by others an investment vehicle.
2025 Top Retirement Plan Adviser: Matt Watson
Thoughts from Matt Watson, with Strategic Retirement Partners.
DOL Backs Down from Safe Harbor Repeal
‘Significant adverse comments’ led to the Department of Labor's decision to not repeal protections offered in the Pension Protection Act of 2006.
2025 Top Retirement Plan Adviser: Steven Puckett
Thoughts from Steven Puckett, with Fiduciary Pension Partners.
2025 Top Retirement Plan Adviser: Jean Duffy
Thoughts from Jean Duffy, with CAPTRUST.
DCALTA Encourages Inclusion of Private Credit in DC Plan Investments
The association makes a case that incorporating private credit into investments like target-date funds can improve participant outcomes.
HSAs Continue to Gain Steam, Top $146B in Assets
Health savings account adoption spans socioeconomic spectrum, according to a survey from the Devenir Group.
Medicare Awareness Is Crucial Missing Piece in Retirement Planning
Working seniors need professional advice when making coverage decisions, but only 21% of retirees with advisers receive health care planning, according to T. Rowe Price.
2025 Top Retirement Plan Adviser: Sean Kelly
Thoughts from Sean Kelly, with Heffernan Financial Services.