The Internal Revenue Service (IRS) on Wednesday issued guidance, Notice 2026-33, that clarified the disclosures required for qualified long-term care distributions from defined contribution (DC) plans ...
While target dates with annuities are still a small fraction of target-date assets, there are signs that more plans are adopting these strategies and reasons to believe the growth will accelerate, ...
As defined contribution plans continue to evolve, plan sponsors and participants alike are asking thoughtful and important questions about how to enhance diversification and improve long-term ...
Coming just days after revealing plans to acquire AmericanTCS, Ascensus has announced the appointment of two industry veterans to its Retirement leadership team.
Amid ongoing economic pressures, roughly 8 out of 10 (79%) employees believe their company needs to do a better job helping them understand how to maximize the financial benefits offered.
It’s time, once again, to vote for the nation’s top recordkeepers across a variety of product and market segments!
Sen. Bill Cassidy, who is the senior Republican senator from Louisiana, a physician, and current chair of the Senate Health, Education, Labor, and Pensions (HELP) Committee, lost his primary election ...
With an eye on advancing the firm’s strategy and driving successful client outcomes, T. Rowe Price on Monday announced a series of new leadership appointments, including that Eric Veiel will be the ...
A new suit in federal court claims that the poor performance of a custom target-date suite was compounded by conflicts of interest and the inclusion of imprudent funds from the plan menu.
Most retirement plan advisors and plan sponsors engage with SECURE 2.0 as if the law were written in pencil, and for good reason. Each year brings new effective dates, new clarifying guidance, and new ...
A new bipartisan proposal introduced by Reps. Claudia Tenney and Brad Schneider caught my attention this week. The newly introduced (and new and improved) RISE Act takes aim at some of the biggest ...
Increased options mean increased decisions for plan sponsors — a recent session at the PSCA national conference discussed strategies to help plan sponsors evaluate options and decide what best works ...