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ESG rule finalized

The Department of Labor (DOL) has finished its ESG rule for retirement plans and sent it to the Whi...

IRS offers RMD relief

The Internal Revenue Service (IRS) has issued Notice 2022-53, providing guidance related to certain...

Large providers team up for auto portability

Fidelity Investments, Vanguard, and Alight Solutions have teamed up with Retirement Clearinghouse, ...

Participants are panicking

When markets go south, participants fly for safety. I’m a fan of dollar cost averaging, but thatâ...

Mutual of America sued over their plan

Mutual of America 401(k) plan participants have brought a class action lawsuit against Mutual of Am...

HUB acquires Quintes business

HUB International announced that it has acquired the insurance brokerage and in...

As hardships increase, verify the need

As it appears we are in a recession and a bear market, don’t be surprised if there is an increase...

Employer contributions will be cut

I always joke that local news stations should simply recycle some stories during every major snowst...

Lisa Gomez confirmed as EBSA chief

More than a year after her nomination, the Senate confirmed Lisa Gomez as assistant secretary ...

You lose clients when you don’t care

When it comes to my area, Conservative Jewish synagogues aren’t doing well. The one in my village...