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When it comes to former participants, plan sponsors don’t really know what they’re talking about

About 75% of large 401(k) plan sponsors would rather keep the assets of retired employees ...

MetLife sued over proprietary index funds in 401(k) plan

When you’re a financial services company that offers proprietary mutual funds within you...

IRS updates EPCRS

The IRS has updated the Employee Plans Compliance Resolution System (EPCRS) with the relea...

Empower Buys Prudential Retirement Business

The big just got bigger. Empower Retirement is now buying the retirement plan business ofÂ...

Create a missing participant process

It’s more work, but it’s clear that the Department of Labor (DOL) wants you to do more...

Brokerage Window Guidance panned by those who offer it

Witnesses testifying before the ERISA Advisory Council criticized the idea for additional ...

JP Morgan survey shows participants want more help

A survey by JP Morgan Asset Management shows that even though about four in five responden...

TIAA gets in trouble over rollovers

The U.S. Securities and Exchange Commission (SEC) announced that TIAA-CREF Individual &...

Trading with 401(k) accounts is very low

With a cautious stock market still reeling from COVID, it should come as no shock that tra...

Beware of 401(k) articles with tax advice, speak to a pro

It sounds so great on paper because you read an article. An advisor clued me into an about...