Retirement plan advisors are no longer evaluating PEPs (pooled employer plans) as a new concept. They are working in a market where adoption is rising, assets continue to grow and employers have ...
Bipartisan legislation supported by the American Retirement Association (ARA) that seeks to modernize and streamline the Form 5500 reporting requirements for employer-sponsored retirement plans has ...
The three asset management firms on May 20 announced that they are collaborating on an “innovative, turnkey” private markets solution for defined contribution (DC) plans to provide broader asset class ...
Securities and Exchange Commissioner Hester Peirce will depart the Commission later this year to be an Associate Professor at ...
Alongside increased volatility in the markets, a number of fiduciary breach suits have been filed challenging the selection and retention of stable value funds — now one of those has been dismissed.
Discover the 2025 NAPA Top DC Advisor Multi-Office Firms, featuring the leading firms with over $2 trillion in defined contribution (DC) assets under advisement as of December 31, 2024. This ...
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.