Certain retirement plan administrators in the Bay State would be subject to heightened disclosure requirements if legislation before both chambers of the Massachusetts legislature is enacted.

According to the appellate court, “after exhausting all avenues of administratively challenging the proper payee of the funds, they resorted to legal action. The children sued Mire in September 2022 — ...

Rapid expansion is ahead over the next few years for the small and micro 401 (k) plan segments due to certain competitive dynamics in the market, says a new report by Cerulli Associates.

In her response, Warren noted that “Studies suggest that private market investments have consistently underperformed as compared to publicly traded indices,” (citing a SSRN study from 2020), and that ...

The IRS has updated static mortality tables to be used for pension plans under Internal Revenue Code Section 430 (h) (3) (A) and ERISA. The tables apply for calculation of the funding target and other ...

The Pension Benefit Guaranty Corporation (PBGC) exercises some oversight of small, single-employer pension plans. And now the hunter becomes the hunted — the Office of the Inspector General (OIG) has ...

Kelsey Mayo, the Regulatory Affairs Chief at the American Retirement Association, explains that only the Treasury can open a Trump account, “so parents can’t just go to the local bank branch” to open ...

You might recall that almost exactly two years ago U. S. Magistrate Judge Rebecca Rutherford submitted a 75-page “findings, conclusions, and recommendations” in response to a suit filed in February ...

There have been some good headlines about 401 Those headlines — reporting on Fidelity’s Building Financial Futures: Q1 2025 report — noted that savings rates hit a record high in Q1, driven by a ...

The Department of Labor has weighed in on an issue that has currently targeted more than 50 retirement plans, noting in an amicus (friend of the court) brief that “…the Secretary has an interest in ...

In “The State of Lifetime Income Report,” Matt Gray, Vice President, Employer Markets, and Meghan Farrell, Senior Manager, DC Insights, both for Allianz Life Insurance Company of North America, write ...

The deadline for filing the Form 5500 Series for 2024 calendar-year plans is fast approaching. Employers and plan sponsors with a calendar-year plan must submit the form for reporting about the 2024 ...