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Top Industry Articles

Compliance
IRS Proposes Changes to Tables Used in RMD Calculations

The purpose of any such updates would be to increase the effectiveness of tax-favored retirement programs by allowing retirees to retain sufficient retirement savings in these programs for their later years, the IRS says.

November 7, 2019
Compliance
2020 Contribution and Benefit Limits Announced

The limit on deferrals to 401(k), 403(b) and most 457 plans has been increased by $500.

November 6, 2019
Deals & People
Hub International’s Ambitious Vision for the Retirement Market

Linking health care and wealth management; maximizing practice efficiency and cross-selling opportunities; addressing individuals' insurance and financial wellness needs—Hub’s new retirement plan specialist advisers hope to do all of this and more.

November 13, 2019
Compliance
Prudential Latest Recordkeeper to Face Self-Dealing ERISA Lawsuit

Plaintiffs challenge the use of proprietary products in Prudential’s defined contribution retirement plans, an arrangement they say impermissibly benefitted the company at the expense of plan performance.

November 7, 2019
exclusives
Insurance Companies Are Experiencing Investment Challenges
Since some retirement plan investments are tied to insurance company portfolios, should fiduciaries monitor these accounts like other investments?
November 7, 2019

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Insights

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Retirement Plans
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401k Plans
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Portfolio - Money Trap
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