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Slowing global growth, muted inflation pressures, and escalating trade tensions have led investors to wonder whether the Fed will cut rates as “insurance“ against rising recession risks.Read more
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of asset-based versus per-participant fees.Read more
With more than 100 lawsuits filed against fiduciaries of defined contribution retirement plans, litigation has plagued the retirement plan industry over the past decade. In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims.Read more
Following a seven year period of no interest rate hikes coming out of the 2008 recession, the Fed has been slowly and steadily raising rates since 2015. We explore why interest rates may remain low, or potentially go lower, in the near future.Read more
Several lawsuits have been filed recently claiming that the use of outdated mortality tables led to lower retirement pension plan benefit payments. While these suits were filed against large corporate plan sponsors, they could have far-reaching consequencesRead more
More than 20 private universities and five healthcare systems have been sued over retirement plan fees since 2016, making fee litigation an important topic for retirement plan sponsors. We review the common claims of the suits and provide an update on the status of each.Read more
The 2019 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific p…Read more
The 2019 401(k) ERISA Retirement Plan Compliance Calendar highlights the critical compliance deadlines for ERISA 401k(k) defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be addi…Read more
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.Read more
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that retirement plan participants withdraw at least a small portion of their account balances by April 1st of the year in which they turn 70½ or retire.Read more