In another indication of the growing interest in greater private market access for retirement plan participants, Great Gray Trust Company announced on Thursday that it will offer private equity and ...

The U.S. Senate late Thursday confirmed a key principal in the retirement and tax policy domain, which is that of the Assistant Secretary for Tax Policy at the U.S. Department of Treasury.

The Department of Labor recently provided a series of webinars that furnish detailed overviews of fiduciary responsibilities and why and how to stay in compliance with the regulations concerning them ...

As more defined contribution plan sponsors consider whether to add a lifetime income option, questions arise on whether plans should include annuity payout options as part of their default. A recent ...

The Social Security Fairness Act, which was passed in January, repealed both the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). This change controversially increased ...

Apparently so according to J.P. Morgan Asset Management’s newly released DC plan sponsor survey, which found that 401(k) plan sponsors are increasingly recognizing the need to support participants ...

President Trump reportedly has named the former chair of the Equal Employment Opportunity Commission (EEOC) to serve as acting Assistant Secretary of the Department of Labor’s Employee Benefits ...

Despite economic pressures, 401(k) plan sponsors continued to move forward in 2024, leveraging the power of automatic solutions to help drive savings and participation rates to all-time highs.

In a session held in the President’s Room just off the Senate floor in the U.S. Capitol, members of the Senate Health, Education, Labor and Pensions (HELP) Committee on Thursday (June 26) approved the ...

The Office of the Investor Advocate at the Securities and Exchange Commission (SEC) announced June 25 that it would prioritize “Private Market Investments in Retirement Accounts” as an objective for ...

Responding to a call from an advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) address a question concerning the hierarchy of payroll deductions in relation to ...

The House of Representatives late Monday approved legislation to expand the eligibility criteria for an accredited investor for purposes of participating in private offerings of securities.