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The IRS has updated the information on its website concerning automatic enrollment.  The site provides basic information regarding an employer’s obligations if it decides to offer automatic enrollment and deferrals. It also discusses automatic contribution arrangements, eligible automatic... READ MORE
Successful outsourcing of functions like investment management, legal and compliance, and marketing/communications appears to be good for business, according to new research by Fidelity.  Advisors who outsourced two or three of the top three outsourced functions reported experiencing higher growth... READ MORE
Another settlement has been announced in the series of university 403(b) plan excessive fee suits. The latest settlement (Cassell v. Vanderbilt Univ., M.D. Tenn., No. 3:16-cv-02086, status report 2/25/19) involved Vanderbilt University, where fiduciaries of Vanderbilt’s $3.4 billion (as of 2014)... READ MORE
Promising robust oversight of the financial services system, the House Financial Services Committee has announced a busy March schedule.  In what may be of most interest to retirement professionals, the Subcommittee on Investor Protection, Entrepreneurship and Capital Markets, chaired by Rep.... READ MORE
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans. We bring Case of the Week to you to highlight the most... READ MORE
All that stands between a bill establishing the New Jersey Secure Choice Savings Program and its becoming law is the signature of New Jersey Gov. Phil Murphy (D).  The state Assembly passed the bill, which calls for the establishment of a state-run retirement savings plan for private-sector... READ MORE
The average lifespan now is much longer than it was for previous generations. But that half-full glass has effects beyond the obvious, including challenges and complications for retirement planning – which are the subject of a recent Morningstar analysis. In “How Life Expectancy Affects Retirement... READ MORE
Nearly 45 years after the passage of ERISA, plan sponsors as a group are still unclear on what they look for and expect from their plan providers, which includes the retirement plan advisor. And yet they are quick to declare what they do not want from their service providers: fiduciary... READ MORE
This is, of course, America Saves Week. And while there are plenty of good reasons to save, we all know that it can be tough to start. But in that spirit, here are four things that those who aren’t (yet) saving for retirement should know. It’s never too late to start saving for retirement.... READ MORE
Looking to expand your client base? Then you better be familiar with the unique mindset and preferences of Millennials as a generation ripe for guidance and engagement, says a new report.  Coming of age in the wake of 9/11, the 2008 market crash and the Great Recession, Millennials’ financial... READ MORE