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What Is the DOL’s Plan If the Government Shuts Down?
Like most organs of the federal government, the Labor Department maintains an explicit policy for government shutdowns as a consequence of their frequency.
Decumulation Is Personal
New income solutions are focusing on customization and flexibility, in recognition of the fact that spending in retirement is more complicated than saving for it.
Mapping Uncertain Heath Care Costs in Retirement
New research suggests that, while insurance can help with some of the costs of health care, out-of-pocket expenses will continue to rise as retirees age.
RISE & SHINE Act Markup Scheduled
Lawmakers will convene an executive session to mark up the RISE & SHINE Act on June 14, according to a spokesman from the Senate Committee on Health, Education, Labor and Pensions.Comment letters...
2022 RPAY – Robert Massa, Qualified Plan Advisors
Business at a Glance as of 12/31/21Plan assets under advisement: Approximately $2.25 billion and our team advises on about $6.75 billionMedian plan size (in assets): $17 millionPlans under...
Insurer Calls Majority of Excessive Recordkeeping Fee Claims ‘Bogus’
Daniel Aronowitz, of Euclid Fiduciary, says a whitepaper published by his firm is meant to give perspective on which cases are illegitimate.
Retirement Industry People Moves
Voya hires national third-party administrator relationship manager; OneAmerica promotes sales, business veteran to key regional leadership spot; Goldman Sachs to acquire NextCapital Group; and more.
Understanding PRT: A Checklist for Implementing a Pension Risk Transfer
Experts discuss the various elements to consider before implementing a pension risk transfer to help ensure its success.
A Look at PRT Solutions and Costs
There are cost and other considerations for each solution on the spectrum of pension risk transfer options.
Understanding PRT: Fiduciary and Admin Considerations
When transferring pension risk via a full or partial buy-in or buy-out, plan sponsors have a fiduciary obligation to ensure the transaction is implemented in compliance with the...
The Year in Top PLANADVISER News
From continued coverage of the CARES Act and government stimulus bills to the machinations surrounding the DOL’s fiduciary regulations, some key topics gained outsized attention from readers this...
Strong Cybersecurity Policies Must Be a Firm Priority
From reputational damage to the downstream effect of more expensive fiduciary liability insurance, advisory firms have a lot to lose from lax cybersecurity practices.
Hearing Witnesses Call on Lawmakers to Enact New Retirement Legislation
Those participating in a Senate Finance Committee hearing discussed ways to boost employees’ retirement savings, help with financial wellness and make it easier to offer a retirement plan.
Remembering Senator Enzi’s Work for Retirement Plans
He was instrumental in finalizing the provisions of the Pension Protection Act of 2006, and several items he pushed for made it into the SECURE Act.
PBGC, IRS Issue Guidance Related to Financial Assistance for Multiemployer Plans
The agencies have filled in the gaps for implementing provisions of the American Rescue Plan Act.
A Few Key Lessons to Learn From Wealth Managers
Guidance about investing and the accumulation of assets is only the beginning of genuine financial planning—a fact that has already been embraced by forward-thinking wealth managers.
Compliance News
Legislative and Judicial Actions
GAO is asked to review TDFs; complementary ‘SECURE 2.0’ legislation is introduced; 2022 HSA contribution limits are inflation-adjusted; and more
Retirement Industry People Moves
Moneta hires first female CIO; Mesirow Board of Directors appoints new president; TRA hires Mid-Atlantic regional sales consultant; and more.
Compliance News
Legislative and Judicial Actions
States updating annuity standards; Senate confirms a Labor secretary; GAO presses the DOL to clarify cybersecurity guidance; and more.
The Inner Workings of HSAs
Speakers at the virtual PLANSPONSOR 2021 HSA Conference touted the benefits of health savings accounts and explained what HSA rules plan sponsors should know.