FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...
A “new” entrant to the forfeiture reallocation suit “suite” — and a decision in favor of fiduciary defendants — Nevin & Fred review the latest developments.
The Defined Contribution Institutional Investment Association (DCIIA) published a report that outlines what fiduciaries should consider when constructing a plan investment menu. DCIIA outlined a three ...
Former Oregon Rep. Lori Chavez-DeRemer, President Trump’s nominee to be Secretary of Labor, appeared before the Senate Health, Education, Labor and Pensions (HELP) Committee on Feb. 19 and fielded a ...
The belief in the Social Security system the NIRS found may be robust, but that doesn’t translate to an across-the-board expectation that it will generate the intended benefits. The NIRS found that ...
Not one, not two, not three, but four state legislatures are considering bills that would create a state program to provide retirement plan coverage for their private-sector employees whose employers ...
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Without proper coverage, a plan may lose its qualification status. Let’s examine this important test by covering the concepts, its role in the lineup of nondiscrimination testing, and the operation ...