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401(k) plans didn’t kill DB plans

Recently, an economist blamed 401(k) plans for the retirement crisis in this country and I’ve hea...

IRS pushes back on amendment deadlines

The IRS announced that the amendment deadline for most qualified retirement plans, including 401(k)...

Bitcoin in 401(k) plans is eventually going to happen

Timing is everything in life. When plan providers were trying to push Crypto in 401(k) plans, it to...

DOL sues over forfeitures

While there have been a few lawsuits over the use of forfeitures in retirement plans, it’s import...

Some PEPs to go bye bye

Pooled Employer Plans (PEPs) are an attractive opportunity for small plans to mitigate the liabilit...

Vestwell gets more financing

Vestwell has raised $125 million in a Series D fundraising round led by Lightspeed Venture Partners...

Carson adds another advisory firm to its network

The Carson Group is adding Oakeson Steiner Wealth & Retirement to its network of more than 140 ...

SDBA Account Balances are down

Schwab’s Q3 2023 SDBA Indicators Report, a report on self directed brokerage accounts (SDBAs) sho...

Keybank offers PEP

KeyBank Institutional Advisors (IA) announced the launch of a new pooled employer plan for 401(k) p...

Audit rule will put some PEPs out to pasture

It looked great on paper, Pooled Employer Plans (PEPs) needed an audit only if they hit 1,000 parti...