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SECURE
1933 posts
Edward Jones, Others Take Steps to Slow Coronavirus Spread: Updated
UPDATE from NAPA: Due to the latest CDC recommendations, we will be postponing the NAPA 401(k) Summit. We expect…
Fiduciary Facelift: ERISA Has Evolved—Have You?
Over 46 years ago, the Employee Retirement Income Security Act (ERISA) was passed overwhelmingly in the House of…
Coronavirus Leads FINRA to Push Business Continuity Plan Prep
Coronavirus seems to be impacting everything, which is why broker-dealer industry self-regulator FINRA is encouraging member firms to…
3 Critical Retirement Planning Themes in 2020
J.P. Morgan Asset Management released its annual Guide to Retirement with a conference call presentation on Tuesday. The guide examines…
401k Specialist Issue 1, 2020 – Rob Portman
401(k) plans are seeing plenty of positive changes thanks to the SECURE Act’s wild December ride to becoming a law. Featuring Rob Portman.
Campbell, Reish: Will We Get a DOL Fiduciary Rule Reboot?
As you may know, the Department of Labor has included the proposal of a new fiduciary rule on…
Public Retirement Research Lab Debuts as Resource for Public DC Plans
In an effort to address the problem that national benchmark for public sector defined contribution plans has not…
ERISA Industry Committee Proposes Major 401(k) Reforms
The 401(k) needs a facelift, according to an industry group that advocates exclusively for large employer plan sponsors.…
6 Keys to 401(k) Firm Success
At the end of March, I am setting off on a new adventure—retirement. It’s a subject I know something about, having spent almost all my 40-year…
Bernie vs. Biden: Retirement Plan Proposals
Now that the race for the Democratic presidential nomination is down to Bernie Sanders vs. Joe Biden, we compare their views on 401(k) issues.