Among other things, items on the cumulative list include changes related to the Supreme Court DOMA ruling, hardship withdrawal changes and regulations for statutory hybrid plans.
This significant bout of negative market volatility, coming as it does on the heels of the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act,...
High-deductible health plans (HDHPs) will not lose their special status merely because they cover the cost of testing for or treatment of COVID-19 before plan deductibles have been...
What happened to interest rates is just as important as what happened to equity markets, and DB plan sponsors should implement portfolios that manage both.
“If you miss even a handful of big rebound days, you will really damage your long-term returns,” warns Katherine Roy, J.P. Morgan chief retirement strategist.
A new bill in the U.S. Senate would require pension plan sponsors to provide plan participants and retirees with certain ‘critical information’ when offering lump-sum buyouts.
A national automatic savings plan would be a strong possibility, multiemployer plan sponsors could end up in a worse crisis and nonqualified plans would face a big disruption.
If a 457 plan meets the definition of pension plan in certain cases, all accounting and financial reporting requirements that are relevant to pension plans should be applied,...
Defendants in an excessive fee case point to an appellate court decision that found "the fact that fiduciaries did not select the cheapest investment does not plausibly suggest...
The new company, to be named Aon, will be a premier, technology-enabled global professional services firm focused on the areas of risk, retirement and health, the firms say.
DCIIA unveils founding members of retirement research center; Transamerica adds workplace solutions executives; Southeast regional sales director joins BPAS; and more.
Vanguard modifies managed payout fund; Transamerica launches stable value option for 403(b)s; Fidelity announces health savings mutual funds; and more.