Displaying 13 results
ARA, Ceres throw support behind DOL ESG rule for 401(k)s
The two nonprofits are urging the Court of Appeals to uphold a lower court decision supporting a 'middle-of-the-road' approach for fiduciaries.
NAPA launches pioneering retirement income program for advisors
First-of-its-kind course aims to help advisors articulate the value of retirement income solutions to complement 401(k) plans.
Congress takes another shot at federal auto IRA
Since the auto IRA was proposed 18 years ago, the only successful efforts have been in the states.
Want to roll a Roth IRA over to a Roth 401(k)? You can’t, yet
Congress is trying to address the incompatibility of the accounts as state auto-IRA programs proliferate.
Bipartisan retirement savings bill foreshadows post-SECURE 2.0 debate
Senate and House members introduce a measure that would establish retirement accounts for low- and middle-income workers not covered by an employer plan.
Retirement group rolls out new campaign for 401(k) Day
The Plan Sponsor Council of America is launching a new campaign promoting retirement readiness just in time for National 401(k) Day in September.
New Jersey financial transaction tax set for Assembly hearing
Amendments to reduce the size of the levy and set an expiration date likely to be considered
Here’s why advisers think Joe Biden’s 401(k) tax plan will spur Roth contributions
The Democratic presidential nominee would convert retirement savings tax deferrals to tax credits
Labor Department’s ESG proposal likely to advance amid overwhelming opposition
More than 95% of nearly 8,700 comment letters opposed the rule, according to a recent study by US SIF
DOL proposal could chill the use of ESG in retirement funds
The agency argued a fiduciary responsibility involves focusing solely on returns for participants
Fiduciary rule rewrite still expected despite departure of DOL official
The agency may not complete the legislation until late in the year, while it deals with fallout from COVID-19
Senate coronavirus package would allow hardship early access to retirement accounts
Financial industry also pushes for temporary waiver on required minimum distributions
American Retirement Association adds Plan Sponsor Council of America
Umbrella group now will represent five retirement-related organizations.
