A Vanguard update to its analysis of older retirement plan participants’ distribution behavior has implications for the design of target-date funds and retirement income programs.
A safe harbor plan requires an initial plan year that is at least three full months, making October 1 the effective deadline for creating a new plan in...
A health care company filed no annual reports, did not perform valuations and took more than $1.6 million in improper distributions in violation of ERISA, the DOL alleges.