Nuts & Bolts: NAGDCA Explains How to Offer a Self-Directed Brokerage Window
The organization’s latest guidelines lay out fiduciary best practices for offering the brokerage window to retirement plan participants.
Tag: NAGDCA
CITs in 403(b)s, Roth Rollovers, Among Priorities for Government Plans
NAGDCA laid out these and other 2024 legislative priorities.
Product & Service Launches – 2/22/24
Voya launches new supplemental health benefit to help with out-of-pocket costs; LifeYield releases Annuity Income Layer; and NAGDCA offers enhanced...
Retirement Industry People Moves – 10/27/23
NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as...
Retirement Industry People Moves – 10/20/23
SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head...
Understanding Plan Fees, With Help from NAGDCA
A recently published fee guide can help plan sponsors navigate different recordkeeping, advisory and asset management options.
American Benefits Council: Roth Catch-ups Can’t Be Done in Time
The new mandatory Roth treatment for certain catch-ups introduced by SECURE 2.0 continues to concern retirement professionals.
NAGDCA: Roth Catch-Ups Will Be Major Issue for Government Plans
This is the second time in three months the advocacy group has warned federal regulators and appealed for assistance.
Government Plans Face Unique Challenges With SECURE 2.0 Implementation
Catch-ups for those aged 60 to 63 and a mandatory Roth source for HCE catch-ups will be problematic for many,...