On July 16, the Securities and Exchange Commission (SEC) proposed a new rule that would expand the ability of issuers, broker-dealers, investment advisers, and others to use electronic delivery to ...
I was scanning headlines recently and saw that the Department of Labor (DOL) had issued “good faith” guidance regarding SECURE 2.0’s paper benefit statement requirement. My initial reaction was, “Are ...
Success at the state level has changed the dynamic about understanding the importance of closing the coverage gap, according to Georgetown University's Antonelli.
Sometimes reality is weirder than fiction — as in a recent case where a plan sued a plan fiduciary — who had colluded (in more ways than one, apparently) with a provider — to commit a fiduciary breach ...
Rather than a one-size-fits-all output, FDI said the suite delivers reports that enable DCIO teams to engage the advisor or consultant needs at various stages of the “engagement cycle." ...
With the latest Social Security Trustees’ report showing that the program is only six years away from no longer being able to pay full benefits, a bipartisan group of senators has introduced ...
Acting Labor Secretary Keith Sonderling appeared Thursday before a Senate Health, Education, Labor & Pensions (HELP) Committee hearing to consider his nomination to be Secretary of Labor, where he ...
Every so often a report comes along that says less about retirement policy than it does about the temptation to reduce complex issues to a simplistic scoreboard — that fits a particular agenda.
Many participants, particularly younger generations, want — and expect — more guidance and support in navigating retirement planning decisions, according to findings from J.P. Morgan Asset ...
In response to a recent call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) address a question on self-directed Solo 401(k) investments.
Retirement & Wealth at Alliant, a division of Alliant Insurance Services, recently announced that it has acquired Retirement Solution Group, a plan consulting and administration firm specializing in ...
July 14 is the inaugural Women’s Retirement Security Day, a day the American Retirement Association created to acknowledge the unique challenges women face in saving for retirement, discuss solutions, ...
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