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Despite the COVID-19 pandemic, retirement plan litigation remains largely uninterrupted. We highlight the recent updates and provide a summary on the status of each of the lawsuits.Read more
Is allowing participant retirement plan data to be used for non-plan purposes a breach of fiduciary responsibility? Learn more about the ERISA ambiguity and the steps plan sponsors should be taking now to protect their organization.Read more
In the first half of 2020, the global pandemic has created major challenges for colleges and universities. Learn more about the hot topics for higher education retirement plan sponsors and what they mean in terms of plan compliance in our webinar.Read more
With a growing interest in ESG funds, what does the DOL's proposed rule mean for their future in retirement plans?Read more
Many of the SECURE Act provisions seek to expand retirement plan coverage for Americans. This includes the new requirement for 401(k) plans to permit long-term part-time employees the right to make elective deferrals. While this is a positive step for employees, for retirement plan sponsors, it is l…Read more
During a time of immense volatlity, how can a custom target date fund help plan sponsors mitigate risk and increase particpant retirement readiness?Read more
Despite the COVID-19 pandemic, retirement plan litigation remains largely uninterrupted. Since our last comprehensive update on the status of 403(b) retirement plan lawsuits, there have been some significant updates: The George Washington University litigation appeal was denied, as was the Northwe…Read more
The SECURE Act, in addition to increasing access to tax-advantaged retirement plan accounts, is also aimed at preventing Americans from outliving their assets. Thus, the legislation opens the door for annuities that offer guaranteed income in retirement through various annuity-friendly provisions. …Read more
Among the many new provisions of the SECURE Act, the change in age – from 70½ to 72 – at which Required Minimum Distributions (RMDs) must commence is one of the most significant. We explore the problematic nature of RMDs, their history and future.Read more
Intended to provide a new way to structure retirement plans, particularly for smaller employers, Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - some of most hyped provisions of the SECURE Act - seek to broaden retirement plan access for all Americans. Will they be a game changer?Read more