A federal judge found that the terms of the plan document weren’t violated — nor were there breaches of fiduciary duty in the decisions regarding forfeiture reallocation. The “target” plan sponsor ...
Global asset management firm Invesco announced this week that it has entered a strategic partnership with Swiss-based, alternative investment specialist LGT Capital Partners to develop ...
Vestwell on Tuesday morning announced that it has entered into an agreement to acquire Accrue 401k, the entity formed to support the Guideline 401(k) plans that were not part of the recent Gusto ...
The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...
A recent Wall Street Journal (WSJ) article asked what I view as a rhetorical question; “Do you really know what’s inside your 401(k)?” Rhetorical in that I suspect the answer from most people — ...
Defendants in a recent 401(k) forfeiture reallocation suit have cited the outcome in a recent dismissal of a similar case as rationale for dropping their suit as well. The issue was raised by ...
Reps. Darin LaHood (R-Ill) and Linda Sanchez (D-Calif.), along with Sens. John Barrasso (R-Wyo.) and Michael Bennet (D-Colo.), on Thursday reintroduced legislation to allow retirement savers to roll ...
Retirement income is a weighty topic — doubly so in the context of a 401(k). How do plan sponsors know which provider is right for their participants and their specific needs?
Legislation that is considered one of the American Retirement Association’s top policy priorities is on deck to be considered next week by the House of Representatives.
Summit in Tampa, Fla., April 19 – 21, will tackle the always necessary scale issue and how it applies to your practice.
The Treasury Department announced Tuesday that it intends to issue proposed regulations on Trump accounts. In addition, a website for Trump accounts has been created, and additional information on how ...
During a White House press conference on Tuesday in which President Trump discussed the upcoming launch of Trump accounts, he appeared to endorse the Australian retirement system, known as the ...