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Top Industry Articles

exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Compliance
Media Company Latest to Face Legal Scrutiny Over Fidelity Freedom Funds

The case is yet another example of Employee Retirement Income Security Act (ERISA) litigation to question the use of actively managed default investments.

August 10, 2020
Deals & People
Recordkeeper Consolidation Continues Amid Pandemic

Principal Financial Group acquired Wells Fargo’s institutional retirement and trust businesses in July 2019 and aims to complete the integration in 2021—pandemic or not.

August 12, 2020
Compliance
Mercy Health Charged With Excessive Fees, Prohibited Transactions

The lawsuit challenges fees for recordkeeping, target-date funds and stable value funds, as well as fees paid to service providers to the health care system's 403(b) plan.

August 11, 2020
exclusives
DOL’s ESG Restrictions Prompt Retirement Industry Head Scratching
Broad based demand is building among U.S. retirement plan investors for access to environmentally and socially responsible investments, leaving industry analysts wondering why new restrictions are being proposed by the Trump administration.
August 5, 2020

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Insights

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