PLANADVISER - The trusted information and solutions resource for ...
网页PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability to …
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
网页2023年12月28日 · Section 101 of SECURE 2.0 requires defined contribution plans that are created after the law was enacted on December 29, 2022 to have automatic enrollment and deferral features starting on January 1, 2025. Specifically, plans must enroll participants at contribution levels of between 3% and 10% of salary and escalate by 1 percentage point a ...
Tyson Foods Employees Allege Excessive 401(k) Plan Fees
网页2023年12月4日 · Tyson Foods Inc.’s retirement plan committee is the defendant in a class action complaint filed by three employees accusing the Arkansas-based meat production company for passing on to participant excessive fees for 401(k) recordkeeping done by Northwest Plan Services Inc.. The complaint, Ruebel et al. v. Tyson Foods Inc. et al., was filed Thursday in the U.S. District Court for the Western ...
PLANADVISER 360 | PLANADVISER
网页Join your colleagues and friends for an afternoon of fun at the PLANADVISER 360 Golf Tournament! 12:30 p.m. | Tee-off. 5:30 p.m. | Awards and Cocktails. The fun continues at Brittlebush Golf Club when PLANADVISER 360 kicks-off with a Welcome Party! Enjoy food, drinks and fun and grab a group for a quick game of glow golf on the practice green!
magazine - PLANADVISER
网页Just the Facts. Boomers Hold Half of the Nation’s Wealth Annuity Sales In the first 9 months of 2023, total annuity sales increased 21% to $270.6 billion.Source: LIMRA, U.S. Individual Annuity... Just the facts.
401(k) Litigation Continues At ‘Fever Pitch’ - PLANADVISER
网页2024年1月9日 · Daniel Aronowitz, Contributor. Class action litigation based on the Employee Retirement Income Security Act remains, as one amicus brief labeled it, at a “fever pitch.”. We at Euclid Fiduciary counted 48 new excess fee and performance lawsuits filed in 2023. This is down from a near-record 89 complaints in 2022 but still reflects the higher ...
Lawsuit Alleges TIAA, Morningstar, Pushed Participants Into …
网页2024年8月7日 · Retirement plan participants have filed a class action lawsuit against TIAA and Morningstar for allegedly breaching their fiduciary duty by using a jointly created retirement planning tool to steer participants into TIAA investment products. In a lawsuit filed Monday in U.S. District Court for the Southern District of New York, three plaintiffs ...
Sponsored Webinars - PLANADVISER
网页2022年3月30日 · sponsored Webinar. November 18, 2021. Change is Coming – Are You Ready? Learnings from recent survey results. Nearly 330 plan sponsors were surveyed on plan and participant needs with results highlighting new trends and specific actions advisors... Sponsored by Allspring. On Demand. sponsored Webinar. November 4, 2021.
A Reminder to Avoid Fraudulent Hardship Withdrawals
网页2022年2月10日 · The U.S. District Court for the Southern District of Ohio has ruled against a dismissal motion filed by the defendant in a lawsuit stemming from federal grand jury charges related to allegations of fraudulent hardship withdrawals taken from a tax-advantaged retirement plan. As alleged in the indictment, the defendant in …
Managed Accounts, By the Numbers - PLANADVISER
网页2024年2月1日 · Cerulli Associates, which tracks the account assets managed by the top nine DC providers, shows a market of $434.57 billion, as of the second quarter of 2023. As a comparison, the top 10 target-date funds in DC plans accounted for $1.74 trillion in assets at the end of 2023, according to Simfund, which, like PLANADVISER, is owned by ISS STOXX.
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