Tag: Rules & Regs

Social Security and Supplemental Security Income recipients will see a 2% increase next year—the largest increase since 2012.

Through a single partner, employers will be able to manage health care benefits, promote enrollment and satisfy compliance requirements.

The technical update specifically addresses active participant reduction event requirements.

State securities regulators say most senior financial fraud goes undetected before it becomes a serious problem, according to a study by NASAA.

The table is for use by pension plans undergoing distress or involuntary termination with valuation dates falling in 2017.

In a comment letter to the PBGC, the ERISA Industry Committee also encouraged a different fee structure and incorporating electronic rollovers of claimed accounts into qualified plans.

The updated page also includes a link to scheduled increases for years after 2017.

Date of birth is critical for understanding who is affected by the changes in a Social Security claiming strategy.

Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.

A federal appellate court has agreed with the PBGC that a retirement plan amendment adopted after the plan’s termination impermissibly reduced its benefit obligations to participants.

Morgan Stanley on Monday began advising certain wealth management clients that an employee had stolen partial client data.

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel...

How secure are your technology and data practices? A pilot survey from the NASAA looks at state-registered advisers.