The 2024 PLANADVISER Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence in serving retirement plan sponsors and …

Nov 5, 2024 · The Elective Deferral Limit is the maximum contribution that can be made on a pre-tax basis to a 401(k) or 403(b) plan (Internal Revenue Code section 402(g)(1)). Some still refer …

Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. …

Nov 19, 2024 · The Investment Company Institute urged the Securities and Exchange Commission to pause compliance deadlines for recent rules, suspend work on pending …

PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, …

Dec 13, 2024 · After more than three years of litigation, UnitedHealth Group Inc. has agreed to a $69 million settlement in a class action lawsuit involving fund selection for its 401(k) Savings …

Dec 28, 2023 · Updated with Corection The Internal Revenue Service issued an 81-page question-and-answer notice related to several provisions of the SECURE 2.0 Act of 2022, that …

Oct 14, 2024 · The terms of the settlement will be considered in an “off-the-record” call on October 30 with Judge Keri L. Holleb Hotaling of the U.S. District Court for the Northern …

Nov 7, 2024 · Voya, the country’s sixth-largest recordkeeper by assets, announced in September the acquisition of OneAmerica’s retirement plan business, a move which will add another $60 …

Dec 15, 2023 · The Securities and Exchange Commission on Friday released a report on its accredited investor definition, noting concerns that expertise was not being emphasized …