Curated Content Library

This article and the next look at guidance by SEC on rollover recommendations, which parallel the DOL’s but which only require a single recommendation.

The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.

Numbers don't lie! Plan sponsors offering automated plan features see positive effects  

“Starter-K Act of 2022” introduced in Senate this week would create streamlined “starter” defined contribution plans for small businesses.

Recent legislation and findings impacting Retirement Income Adequacy