Deals and People | January 15th, 2023 BlackRock Invests in Fintech 401(k) Provider Human Interest Human Interest CEO says minority stake from BlackRock will help hiring in areas including product, engineering, and customer acquisition.
Data and Research | December 13th, 2022 Retirement Contributions Break Records in 2021 Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new...
Investing | November 15th, 2022 Exploring ESG Investing: An ESG Path Forward Asset allocators Zach Stein and Andrew Siwo discuss different approaches to ESG and sustainable investing .
Products | November 8th, 2022 Comparative 401(k) Tool Is Released To Public The analytics tool is now available to plan providers, plan sponsors and plan participants.
Compliance | October 31st, 2022 Washington Insiders Offer Timeline Update on SECURE 2.0 Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.
Data and Research | October 21st, 2022 Economists Say Enjoy Your Youth and Save Later Research in the Journal of Retirement argues that most workers in their 20s should wait until middle age before saving...
Products | September 26th, 2022 Partnership Expands Retirement Plan Coverage to Underserved Markets The service from Transamerica, Smart, and Finhabits is meant to be an affordable alternative to state-mandated retirement plans.
Ask the Experts | September 20th, 2022 What Qualifies as an ‘Immediate and Heavy Financial Need’ Under Hardship Withdrawal Rules? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | August 30th, 2022 Plan Sponsors: Act Now to Link Student Loan Forgiveness and Retirement Alight Solutions offers tactics for plan sponsors to boost workers’ 401(k) deferrals following the president’s student loan forgiveness announcement.
Products | August 4th, 2022 DCIIA Publishes Resource for Introducing a Retirement Tier in DC Plans A new series of papers aims to provide plan sponsors a framework for supporting near retirees and retirees in preparing...
Products | August 3rd, 2022 Huntington National Bank, Pai Announce New Partnership The partnership seeks to provide support for small business with their employer-sponsored retirement programs.
Data and Research | July 18th, 2022 401(k) Participation is High, But Few Contribute Up To IRS Limit Gen Z women surpass the men in accumulated retirement savings with higher account balances on average, says a new report.
Data and Research | July 13th, 2022 Biggest Investor Worries Are Inflation and Recession Risk Investors put heavier weight on retirement income protection than financial professionals.
Investing | June 23rd, 2022 Benchmark Properly for Access to Alternatives After precedent-setting decisions, plan sponsors may have a clearer road ahead for incorporating alternative investments in defined contribution plans.
Deals and People | June 9th, 2022 2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced Awards were given in nine categories representing various plan types and sizes.
Compliance | June 3rd, 2022 Missing 401(k) Contributions Must Be Restored, Court Rules More than $150,000 ordered paid to a Maryland company's retirement plan; company and owner barred from any future ERISA fiduciary...
Data and Research | May 4th, 2022 Target-Date Funds Continue to Be Popular Among Younger 401(k) Plan Participants Research on 2019 dataset from EBRI/ICI database finds the bulk of assets overall were invested in stocks.
Investing | March 29th, 2022 Retirement Account Assets Reached New High in 2021 In an economy with significant momentum but also headwinds and pain points, new data from the Investment Company Institute shows...
Compliance | January 18th, 2022 ERISA Litigation Continues in the New Year In court filings last week, fiduciaries of retirement plans at PPL Corp. and Mass Brigham General were accused of failing...
Compliance | May 28th, 2019 Senators Take Second Try at Federal Retirement Commission Act The reintroduced bill would create the Federal Retirement Commission, which would conduct a comprehensive review of private benefit programs in...