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Client Service
Many Retirees Wish They Had Delayed Taking Social Security Benefits
MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.
May 14, 2019
Compliance
Excessive Fee Suit Filed Against Greystar Management
The lawsuit accuses the sponsor of a small 401(k) plan with failing to monitor and correct excessive fees.
May 16, 2019
Compliance
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act.
May 14, 2019
Compliance
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to
retirement plan participants.
November 7, 2017
Compliance
RESA, RSSA, SECURE Act and More Pile Up in Congress
Sources say the SECURE Act could pass the House this month, potentially setting the stage for a reconciliation process that could bring together common elements of multiple pending bills.
May 15, 2019
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