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Plan Design Approaches to Help Plan Sponsors With Nondiscrimination Testing
Advisers can assist plan sponsors wrestling with how to pass IRS testing for qualified employer-sponsored retirement plans by explaining the trade-offs involved between the costs of safe harbor...
Clarifying Misunderstandings of Life Expectancy
The American Academy of Actuaries looks to clear up misunderstandings about recent life expectancy data released by the CDC.
ERISA Advisory Body Suggests Reviewing Plan Leakage Penalties
Its report studied ways the DOL can try to close the gaps in retirement savings based on rase, ethnicity and gender.
DOL Publishes RFI on Climate-Related Financial Risks to Savings
The Department of Labor wants help identifying actions it can take to safeguard employees’ savings and pensions from threats related to climate change.
All CITs Are Not Created Equal From the Fiduciary Perspective
The burgeoning collective investment trust marketplace is creating new opportunities for retirement plan investors and trust companies alike—as well as new due diligence requirements for fiduciaries.
AssetMark Launches Marketing Advantage Platform
The all-in-one marketing platform seeks to help advisers implement powerful marketing strategies, build relationships and grow their business.
More Lessons From Record M&A Action Backed by Private Equity
In part due to the growing role of private equity backers, competition between ‘financial buyers’ and ‘strategic acquirers’ appears set to heat up in the coming years.
Recordkeeper Empower Retirement Announces Name Change
The change, which will see the word ‘Retirement’ dropped from the recordkeeper’s name, represents the company’s efforts to enhance its overall financial wellness offerings.
IRS Identifies Changes to 403(b) Plans for Second Remedial Amendment Cycle
The 2022 Cumulative List will assist providers of Section 403(b) pre-approved plans applying to the IRS for opinion letters.
Participants Reassess Their Retirement Savings and Readiness With the New Year
Following the economic impact of the COVID-19 pandemic, participants are shifting back to retirement planning.
The Art of Building TDF Glide-Paths Amid Market Disruption
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who benefit from taking the most risk are likely...
Promising Post-Pandemic Alternative Asset Classes
Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely embraced by institutional investors.
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Retirement Income and Alternative Investments
Every level of private equity investment modeled by EBRI resulted in additional 401(k) participants being able to retire at age 65 without running short of money in retirement.
Policy Proposals Could Help Tackle Retirement Savings Shortfalls
EBRI examines the potential effects several legislative motions would have on projected retirement savings.
Court Compels Arbitration in ERISA Case
The plaintiff in a 403(b) ERISA excessive fee lawsuit filed against Baptist Health South Florida has been ordered by a district court to enter an arbitration process.
Class Certified in 401(k) Plan Trustees’ Lawsuit Against John Hancock
The suit alleges that John Hancock Life Insurance Co. violated ERISA by retaining foreign tax credits generated by plans’ investments under a group variable annuity contract.
Hub Expects Good Retirement Outcomes for American Workers
A solid retirement plan is essential for workers’ financial well-being and may be just as important as health benefits, the firm argues.
Boston Children’s Hospital Latest Target of ERISA Excessive Fee Suit
The complaint alleges several breaches of fiduciary duty, including retaining poorly performing investments.
Legislative Retirement Reforms Over 25 Years Might Have Primarily Benefitted Wealthy Individuals
A University of Virginia law school professor examines the impacts that policy changes, which intended to boost retirement savings, have had on average inflation-adjusted savings for low-income individuals.