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Some Optional SECURE 2.0 Provisions Seeing Minimal Traction
A majority of plan sponsors are not planning to add options such as emergency sidecar accounts or employer matching to Roth contributions, according to a new Alight survey.
Biden Signs Social Security Fairness Act
The law will boost Social Security benefits for nearly 3 million public workers.
Nuts & Bolts: Requests for Proposal
What new plan advisers need to know about RFPs from plan sponsors.
Retirement Industry People Moves – 1/3/25
Adviser Banerjee joins SRP to lead Austin, L.A. teams; Faustino expands role at Broadridge, adds O’Brien of Cerulli; Pension Investors adds new retirement plan consultant; and more.
Amazon Employees File 401(k) Plan Forfeiture Complaint in Federal Court
The online retail giant joins more than 30 plan sponsors accused of mismanaging participant forfeitures for its own gain.
Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025
Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.
Product and Services Launches – 1/2/25
PGIM adds 2 Buffer ETF series and laddered buffer ETF to lineup; GROUPIRA launches IRA rollovers with Microsoft Azure; Closed-end funds advised by Franklin Templeton Fund Adviser announce...
Verizon, SSGA Face Complaint About $5.9B PRT Transaction
Law firm Edward Stone is representing three former employers who allege Prudential and RGA group annuity contracts are not the ‘safest available’ for their retirement pensions.
IRS Issues Covered Compensation Tables for 2025 Plan Year
The tables show plan sponsors how to determine contributions to qualified plans with permitted disparities.
Vision Financial Merger Creates $2B Financial Integrators
Des Moines-based Financial Integrators is combining three advisories to offer services in financial planning, risk management, accounting and employer-sponsored retirement plan advisement.
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
Advisory M&A News – 12/31/24
CAPTRUST adds Campbell Wealth Management and TruNorth Wealth Partners; MAP Retirement and Pension Plan Specialists announce merger.
Allianz Life Survey Reveals Financial Stress but Optimism for 2025 Among Americans
Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.
DOL’s Retirement Savings Lost and Found Database Goes Live
The database centralizes information for lost retirement accounts and provides guidance to claim funds.
DOL Announces New Appointees to 2025 ERISA Advisory Council
Five new members will join the council.
Advisory M&A News – 12/23/24
DeVoe reports 2024 set a record for RIA deal activity; The Cerrado Group adds Tristar Pension Consulting as member firm; NFP acquires Salus Group; and more.
DOL’s Khawar, Among Architects of New Retirement Fiduciary Rule, To Step Down
The career EBSA official who had been appointed by Biden to principal deputy assistant secretary will be leaving January 20.
Retirement Industry People Moves – 12/13/24
Lincoln Financial names an industry veteran as VP of investment distribution and new hires to its retirement plan services team; The Standard names PEP sales director for retirement...