Viewpoints about Fiduciary
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IRS guidance on SECURE 2.0 provisions—helpful but not everything we hoped for
Late in December 2023, the IRS released long-awaited guidance on SECURE 2.0. Read about the grab bag of direction provided under Notice 2024-02, which is meant to assist with the implementation of certain provisions.
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ERISA 408(b)(2) fee disclosures—not just for your clients’ retirement plans
The Consolidated Appropriations Act of 2021 expanded the ERISA 408(b)(2) fee disclosures to include group health plans. Find out why this change is an opportunity for retirement plan professionals.
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Understanding the DOL’s definition of an investment advice fiduciary
The proposed DOL Retirement Security Rule changes the definition of an investment advice fiduciary. Learn what this means for your participants.
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How to use investment and account data to help create better investors
A look at where defined contribution plan participants moved their money during a sometimes turbulent period—as well as ways to gauge how your people are investing and help inform their future decisions.
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Fund mapping 101: options for defined contribution plan conversions
Get to know three ways of moving the assets from one plan provider to another and how to minimize disruption and even prioritize retirement readiness in the process.
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Proposed regulations on the use of forfeitures in qualified retirement plans and four best practices
Get clarification on timing and usage of forfeitures in defined contribution plans in light of the IRS’ proposed regulations on the “Use of Forfeitures in Qualified Retirement Plans."
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Questions to consider for evaluating proprietary investment options
Find out why plan sponsors should look beyond the proprietary and nonproprietary investment labels when building their fund lineup—and what they should consider focusing on.
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What the DOL's final ESG rule means for plan sponsors
On November 22, 2022, the DOL issued its final ESG rule, confirming that plan sponsors may consider ESG factors when selecting retirement plan investment lineups and exercising shareholder rights, including voting proxies. Find out what’s changed from the prior rules issued in 2020.
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SECURE 2.0 Act offers good news for retirement savers
The SECURE 2.0 Act passed on December 29, 2022. It provides new ways that employers, the federal government, and the retirement plan industry can help Americans save more for retirement. Here are a few of the ways it can help you save more.
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Does your plan sponsor year-end checklist include these tasks?
The end of the year can be hectic for plan sponsors. Making a checklist can help ensure you don’t overlook anything. Here are a few compliance and planning tasks to consider for your list.
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