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Proposed ESOP Rules Scrapped Following Trump’s Regulatory Freeze
A presidential executive order issued Monday led to the withdrawal of rules that had not yet been published in the Federal Register.
2025 Retirement Outlook: Tax Changes, Cryptocurrency Trends and Litigation Reforms
According to experts at T. Rowe Price, plan sponsors should anticipate policy updates and possible litigation reforms in 2025.
ERISA Group’s Lawsuit Seeks to Upend Final Federal Mental Health Parity Rules
ERIC argues the final rule goes beyond the authority federal officials have under the mental health parity law’s authority.
SEC Fines Vanguard for Misleading Retail Target-Date Fund Investors
The regulator determined that the firm failed to provide accurate details regarding the capital gains and tax consequences associated with a change in investment minimums.
DOL Proposes Rule to Clarify ‘Adequate Consideration’ for ESOP Transactions
The regulation aims to strengthen protections for employees in stock ownership plans
Employers Expand Mental Health Support to Combat ‘Burnout’
NFP’s annual benefits report also found, however, a trend of some employers too often putting that mental health support within other benefit areas.
SEC Fines 12 Firms $63M for Failing to Maintain Proper Electronic Records
The SEC has charged nine investment advisers and three broker/dealers for violations of federal recordkeeping laws.
John Hancock Retirement Announces Partnership With Vestwell
Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.
Corporate Pension Funding Status Rose in December, Ending Strong in 2024
Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension liabilities.
Retirement Plan Investors Remain Cautious in December Amid Market Volatility
Trading activity stayed subdued last month, with only two above-normal trading days recorded.
Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth
The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by the end of the decade, with wealth advisers poised...
DCIIA Announces Executive Committee for 2025-2026
In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.
Pension Income Accounted for $1.5T of US Economic Output in 2022
Private and public sector defined benefit pension fund payments also added $224.3 billion in tax revenue, according to the National Institute on Retirement Security.
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.
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.
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.
Compliance Year in Review
David Kaleda, an ERISA expert, reflects on the year that was for plan fiduciaries.
ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers.