Latest Marketplace News
Empower Introduces Newest Suite of Retirement Income Partnerships
Nationwide Partners with Morningstar to Offer Advisor Managed Accounts
The 2024 NAPA Top DC Advisor Teams Revealed
Penelope, Navia Partner on White-Label 401k Plans
The Standard Expands Personalized Managed Account Solutions for Workplace Retirement Plans
Modern Wealth Adds $1.2B Retirement Plan Advisory
2024 PLANADVISER Retirement Plan Adviser of the Year Finalists
Dawn Foods Boosts Employer 401k Matching Contribution
Morgan Stanley Heads to Market With New Participant Education Program
Latest Published Articles, Papers, and Research From Across the Web
|
The DOL filed with the U.S. 5th Circuit Court of Appeals a defense of its rule governing "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights," sometimes called the environmental, social, and governance rule, as complying with ERISA.
Source: Planadviser.com, March 2024
|
|
If bills before both chambers of the Wisconsin legislature are enacted, America's Dairyland will have a retirement plan marketplace to connect individuals and small employers with retirement plans offered by private financial services firms.
Source: Napa-net.org, March 2024
|
|
Plan sponsors often tell retirement plan providers that their 401k plan is OK without having any background or information to make that affirmative statement. Plan sponsors can claim that their 401k is fine, but that doesn't mean it is. In this article, attorney Ary Rosenbaum shows this claim may not be grounded in reality.
Source: Jdsupra.com, March 2024
|
|
The U.S. District Court for the Northern District of California has given final approval to a $6.75 million settlement of a class action lawsuit filed by current and former LinkedIn employees regarding their investment options in the company 401k plan. The settlement covers more than 17,000 people participating in the company's retirement plan from August 14, 2014, to July 1, 2020.
Source: Hallbenefitslaw.com, March 2024
|
|
Under the current PTE 2020-02, the exemption relief is not extended to "pure" robo-advisers. Instead, only "hybrid" robo-advisers can provide non-discretionary fiduciary advice to retirement investors where the advice is conflicted. However, when the proposed amendments to the PTE become final and applicable, compensation resulting from conflicted nondiscretionary advice will be permitted if the conditions of the exemption are satisfied. This article discusses robo advice under PTE 2020-02.
Source: Fredreish.com, March 2024
|
|
This worksheet helps you determine what percent of pay to save for retirement. These calculators are provided only as general self-help tools. Results depend on many factors, including the assumptions you provide.
Source: Consultrms.com, March 2024
|
|
The 2023 Form 5500 Annual Return/Report of Employee Benefit Plan includes some changes to previous filing requirements. One change is to the participant-counting methodology, specifically for defined contribution plans, to determine the plan filing type. But there is an important caveat for first-plan year filers.
Source: Belfint.com, March 2024
|
|
At any given time, only about half of U.S. private sector workers are covered by an employer-sponsored retirement plan, and few workers save without one. The coverage gap, which undermines the retirement security of the nation's workers, is driven by a lack of coverage among small employers. This article presents the results of a new survey of small employers to understand why some offer retirement plans and others do not.
Source: Bc.edu, March 2024
|
More Articles, Papers, and Research »
To subscribe to our free weekly newsletter, enter your email address below then click the "Join" button. |
|
NOTE: WE DO NOT SELL YOUR DATA OR EMAIL ADDRESS TO ANY ORGANIZATION. |
Collected Wisdom™
Our researchers look for what they think are some of the better resources available to assist you in administering your plan or helping your clients. We group these resources in our COLLECTED WISDOM™ topics to make it easy for you to locate the information you need. Each item in a category contains a summary and date of when it was placed in the group.
We also maintain some older material in these collections for perspective and context.
Go to Collected Wisdom »
Tools and Resources
Calculators, charts, samples, directories and other resources to help you run and manage your plan or practice.
Go to Tools and Resources »