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John Iekel

By John Iekel | 6/24/2019
July 1 is the registration deadline for the next wave of employers for the Illinois Secure Choice Savings Program, a retirement savings vehicle for private sector employees in Illinois who do not have access to an employer-sponsored plan. Employers with 100-499 employees must register with the... READ MORE
By John Iekel | 6/20/2019
The American Retirement Association, joined by a broad coalition of trade groups, called on the Senate to quickly approve the bipartisan Setting Every Community Up for Retirement (SECURE) Act – and we need your support! With the House passing the measure (H.R. 1994) on May 23 by a vote of 417-3,... READ MORE
By John Iekel | 6/13/2019
Retirement professionals serving 403(b) clients in the two states will be impacted by legislation slated to take effect in the Keystone State in July and the Lone Star State in September. PA School Districts Must Have Multiple 403(b) Service Providers on July 1 A law requiring school districts in... READ MORE
By John Iekel | 6/7/2019
Cyber threats morph and evolve as quickly as the technology and data they compromise. Speakers at SPARK’s national conference in Falls Church, VA suggested ways to protect against them.  Evolving Challenges Wendy Young Carter, a VP and Defined Contribution Director, Public Sector at Segal Group,... READ MORE
By John Iekel | 6/7/2019
Oregon employers that do not comply with the rules of OregonSaves– the Beaver State’s state-sponsored retirement program – will face penalties starting next year.  Gov. Kate Brown (D) has signed into law SB 164, a measure which provides that an employer found not to be in compliance will face... READ MORE
By John Iekel | 6/6/2019
The workforce, like the economy, is changing rapidly. That has implications in many areas, including retirement savings and retirement plan coverage. A June 4 session at the SPARK National Conference held in Falls Church, VA discussed some of those circumstances and how they may be addressed. John... READ MORE
By John Iekel | 6/5/2019
The Department of Labor (DOL) is preparing to act on a variety of issues relevant to retirement plans and participants, according to a department official who offered an outline at a June 5 session of the SPARK national conference held in Falls Church, VA. Jeanne Klinefelter Wilson, Deputy... READ MORE
By John Iekel | 6/4/2019
The Securities and Exchange Commission has announced two enforcement and education initiatives intended to help protect teachers, active members of the military and veterans and their assets, including retirement funds. The initiative augments the agency’s previous efforts in that vein with... READ MORE
By John Iekel | 5/24/2019
Absolute security is never assured. But one can take steps to increase the odds in one’s favor, and that includes retirement plans and preparing for a financially secure retirement.  Jack VanDerhei, Research Director at the Employee Benefit Research Institute (EBRI), speaking at the recent Plan... READ MORE
By John Iekel | 5/22/2019
The fire and ice of dragons in winter. Leprechauns sitting in a pot of gold at the end of the rainbow. This is the stuff of mythology. But even the seemingly commonplace can incorporate a dash of mythology as well, notes longtime industry analyst Warren Cormier – including DC plans.  Speaking at... READ MORE
By John Iekel | 5/21/2019
Consensus is a part of who we are as a people. But voices offering new ideas that challenge accepted mindsets are also part of who we are. And that applies to the discussion concerning retirement savings and preparedness as much as it does for anything else. There was lively debate in the May 15... READ MORE
By John Iekel | 5/20/2019
The 2019 Advisory Council on Employee Welfare and Pension Benefit Plans, a body that provides support and advice to the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA), has said that it will be reviewing transfers of uncashed checks from ERISA plans to state unclaimed... READ MORE
By John Iekel | 5/17/2019
Is there a retirement crisis or not? House Budget Committee members and experts who testified before the committee on May 15 did not agree. But at least they did concur on one thing: the need to take action to bolster the retirement readiness of those who are not well prepared. Testifying before... READ MORE
By John Iekel | 5/1/2019
Capitol Hill and statehouses, federal and state regulators, bipartisan efforts and gridlock. An expert panel discussed recent developments at the federal and state levels in an April 30 session at the Plan Sponsor Council of America’s 2019 annual conference in Tampa.  Panelists included Will... READ MORE
By John Iekel | 4/29/2019
Many factors are in play when designing a retirement income strategy. An analysis from T. Rowe Price argues that investors’ preferences and tolerance for risk should be the top consideration.  In “Incorporating Behavioral Risk Preferences in Retirement Income Strategy Design,” T. Rowe’s Anna... READ MORE
By John Iekel | 4/28/2019
Consistent performance and downside protection are valued more by DC plan participants than funds that seek to outperform the market are, according to a recent report.  Concern over recent market volatility has made participants less confident regarding the performance of their retirement plan... READ MORE
By John Iekel | 4/17/2019
Technology offers a dazzling array of ever-expanding options for retirement plans and participants. But not everyone is interested in tech. Some recent blog entries suggest ways to heighten the experience, as well as non-tech ways to serve a plan and its participants.  Technological advances march... READ MORE
By John Iekel | 4/12/2019
The times they are a-changin’. At an exciting – and, perhaps in some ways terrifying – pace. But in order to compete, one must embrace and employ the dazzling attributes and developments of our dizzying age. An April 9 session of the 2019 NAPA 401(k) Summit offered ideas on how to do just that. ... READ MORE
By John Iekel | 4/10/2019
Mergers and acquisitions (M&A) entail much more than mere dollars and cents – they’re also a death, a birth, a morphing, a creating. A panel at an April 9 session at the 2019 NAPA 401(k) Summit discussed some of the nuts-and-bolts aspects of melding two advisory firms into one.  Panelists for... READ MORE
By John Iekel | 4/9/2019
Mergers and acquisitions are a normal part of corporate life. They bring opportunity, but they also pose challenges – and that applies to retirement advisors as well. “Merging Markets: Effective Advisory M&A,” an April 8 session of the 2019 NAPA 401(k) Summit, was the first of a two-part series... READ MORE

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