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Trump’s Labor Secretary Pick Has More Health Than Retirement History
Oregon representative Lori Chavez-DeRemer also comes with pro-labor record that may give pause to Republican Senators.
Nevada Joins NAIC Best Interest Annuity Rule, Making 48 States
Insurance industry groups are championing the move, because the state insurance regulations are one of the arguments against bringing retail annuity sales under ERISA.
SEC’s $8.2B in Financial Remedies Highest in History
Outgoing SEC Chair Gary Gensler oversaw the highest fines figures for the regulator in 2024, though total enforcement actions were down 26%.
Mercer: Trump, New Congress Will Likely Continue Bipartisan Work to Expand 401(k) Coverage
Mercer’s policy lead says bipartisan work should continue to expand employer-sponsored retirement plan coverage, but tax treatment of such plans may get Republican scrutiny.
SEC Chair Gensler Announces January 20 Departure
Biden appointee Gensler will step down after a ‘robust rulemaking agenda’ as Republican leadership takes over the White House.
11th Annual Retirement Survey: Changing Viewpoints
As retirement plans transition from supplemental savings vehicles to the primary income source for many retirees, plan participants’ perspectives on retirement have shifted significantly. While concerns about risks...
Sponsored by American Century Investments
On Demand Correcting 401(k) Auto-Enrollment Failures
ERISA experts Fred Reish and Joan Neri answer a question about addressing a plan sponsor client’s error in implementing automatic enrollment.
Capital One Facing 401(k) Plan Forfeiture Suit
Capital One Financial Corp. and its board of directors are facing a lawsuit over the usage of 401(k) plan forfeitures, joining a list of more than 20 companies that...
New AI Retirement Planning Tool Aims to Transform How Americans View Their Futures
The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement.
IRS Raises Limit on Tax-Free Charitable Donations From IRAs to $105,000 for 2024
The limit is up from $100,000 in previous years.
How to Establish Better Decumulation Options for Future DC Plans
DC experts from TIAA discussed ways plans can help participants utilize their retirement savings at PLANADVISER 360.
Advocates Push for Financial Wellness Programs to Support Employees
By prioritizing their workers’ financial health, companies can foster a more engaged and productive workforce.
Sponsored by TIAA
Retirement Experts: A Better Way To Crack the Retirement Income Nut.
Guaranteed income sources can help retirees maximize Social Security benefits.
Sponsored by TIAA
October Sees Gain in Corporate Pension Funded Status
An increase in discount rates helped corporate pensions by offsetting both a decline in asset values and weak investment returns.
Morgan Stanley Partners to Provide Equity, Retirement Services to Newly Public Companies
The firm’s new relationship with Carta would give its Morgan Stanley at Work services first-mover status with companies doing an IPO.
Advisers Urged to Enter Health Plan Advising
Panelists highlighted concerns with major insurers’ fee practices and control over care pathways.
US Retirement Market Evolves Amid Growth, Challenges
A retirement data expert discusses the aging U.S. workforce, rising Social Security dependence and a retirement coverage gap affecting millions of Americans.
Retirement, Wealth Convergence Still in ‘Early Innings’
Advisory business leaders working to bridge retirement plans and wealth services agree it’s still early days, but the market may be speeding up.
Strategies for Navigating Retirement Income for Participants
At the PLANADVISER 360 conference, experts discussed strategies for balancing flexibility, cost and transparency.
Lisa Gomez Expects Fiduciary and ESG Rules to Face Reversals Under New Administration
The assistant secretary of labor said she was on a ‘farewell tour’ while speaking at the PLANADVISER 360 conference.