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Target date funds (TDF) start off strong, only to vary more in investment performance and risk as they approach the specified retirement date, according to the Government Accountability Office (GAO)—which asked the Department of Labor (DOL) to do something about it.
The GAO has called on the DOL...
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What's in the episode?
Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known.
Aron Szapiro, Head of Government...
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Mid-spring was mild for private-sector pension plans, according to several analyses that generally report modest improvements in their fortunes in April.
This marks a continuation of a trend that has held sway all year. Corporate defined benefit plans had a mild winter, and showed some...
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Ann Y. Orr has been named to serve as the Acting Director of the Pension Benefit Guaranty Corporation (PBGC).
Orr has been named to fill the office that had been held by Gordon Hartogensis. His five-year term as PBGC Director ended on April 30, 2024.
Orr is not new at the PBGC. She served as...
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It’s proverbial that with age comes wisdom. Recent research doesn’t vouch for that, but does suggest that at the very least, confidence in a financially secure retirement is more likely among generations that have been around longer.
Confidence Goes Boom
“Over the past several years, there has...
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Disasters can create a sudden need for resources to address the situation at hand. But some resources are more readily accessible than others—resorting to certain kinds of funds can itself create some hardship.
To help avoid that circumstance and risk having a response to an emergency itself...
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Don’t Be Bashful! Sign up for the 2024 ASPPA Spring National Conference.
Why Attend?
Here are some reasons to attend the 2024 ASPPA Spring National Conference.
Learn and earn. On this virtual journey, you will hear from a bevy of industry experts and ERISA attorneys, while earning 10 CE...
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It’s been said that a crisis is a terrible thing to waste. But what if it’s a figment of your imagination?
“Crisis” is a word much bandied about these days, most particularly as a label applied to retirement—by foes and fans alike. Indeed, while not so long ago headlines posed that premise as a...
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The effects of the SECURE 2.0 Act cover the gamut from profound and far-reaching to the more mundane yet still important—and that includes reporting about certain retirement plans and saving arrangements.
In FS-2024-18, a fact sheet issued May 2, the IRS reminds businesses that beginning with tax...
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A contentious congressional hearing that was billed as “examining the policies and priorities of the Department of Labor” ended with a member of Congress calling for the resignation of Acting Labor Secretary Julie Su.
Appearing May 1 for a hearing before the House Education and the Workforce...
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