Our Technical Services Committee has released the 2023 Regulatory Update! Our annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.
The 9th Circuit Court of Appeals reversed a lower court’s summary judgment decision in favor of AT&T in the case Bugielski v. ...
In his latest Timely Topics video, Breion Rollins walks through the different types of retirement plan fees. Plan sponsors must ...
The IRS issued Notice 2023-62 on August 25 which provides an extension to the enforcement date for the new Roth catch-up ...
There has been another well-deserved victory for defendants in the multitudes of lawsuits filed against large retirement plans ...
Sign-up to receive our blog posts straight to your inbox.
Two of the hot topics in the SECURE 2.0 legislation are two provisions related to after-tax Roth-type savings. We’re covering ...
In our Fiduciary Facts video series, we provide quick and comprehensive answers to the most common questions we receive from ...
This new case study explores the challenges faced by small organizations in the management of their retirement plans and how ...
Recordkeepers often offer managed account services to participants. This training material walks your committee through what a ...
Determining an investment menu for your retirement plan has a long-lasting and meaningful impact on the retirement readiness of ...
Two of the hot topics in the SECURE 2.0 legislation are two provisions related to after-tax Roth-type savings. In this two-part ...