Retirement Archives - Page 2 of 18

The DOL Retirement Security Final Rule: Highlights for Plan Sponsors

Jenny Gartman, CEBS

20 Jun 202420 Jun 2024

On April 25, 2024, the Department of Labor (DOL) published the retirement security final rule defining fiduciary status for investment advice to retirement investors under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code (IRC). It is set to […]

Benefits Magazine Communication Employee Benefits ERISA Multiemployer Retirement U.S.

Best Practices for Multiemployer Retirement Plan Death Audits

Jenny Gartman, CEBS

29 May 202429 May 2024

Fiduciaries have many responsibilities that stem from the duties of care, loyalty and prudence, including ensuring the correct benefits are paid to the correct participants and beneficiaries of the plan. Benefits Magazine authors Lisa L. Kaiser, CEBS, and Carey R. Wooton, CEBS, explain […]

Employee Benefits Retirement

SECURE 2.0 Act: Where Are We Now?

Amanda Wilke, CEBS

23 Jan 202423 Jan 2024

The SECURE 2.0 Act of 2022 (SECURE 2.0) encompasses a number of changes affecting retirement plans that go into effect over the next few years. SECURE 2.0 aims to make it easier for employers to offer retirement plans and help employees plan […]

DOL Employee Benefits ERISA50 Retirement

How the DOL’s Proposed Fiduciary Rule Would Affect Retirement Plans

Jenny Gartman, CEBS

17 Jan 202418 Apr 2024

The definition of a fiduciary under ERISA, a rule originally written in 1975, has fluctuated in the past decade. Fiduciary investment advice rules have had a long history filled with ups, downs and mixed support. On October 31, 2023, the U.S. Department of […]

Dependent Care Employee Benefits Health Care Mental Health Retirement

The Impact of Caregiving on Retirement Security

Anne Patterson

07 Nov 202307 Nov 2023

Caregiving, whether it be for children or older relatives, can impact employees’ retirement security long into their golden years. In the latest Talking Benefits episode, the team talked with Craig Copeland, Ph.D., from the Employee Benefit Research Institute (EBRI) on the impacts […]

401(k) Plans Employee Benefits Financial Education Financial Education (U.S.) Regulatory Retirement SECURE 2.0 U.S.

Matching Contributions for Qualified Student Loan Payments Under SECURE Act 2.0

Jenny Gartman, CEBS

31 Aug 202331 Aug 2023

With the federal student loan debt relief plan ruled unconstitutional by the Supreme Court, more employers are expected to consider offering student loan repayment benefits (covered in Part 1) or retirement plan matching under the SECURE Act 2.0 of 2022. The optional […]

Employee Benefits ERISA Legislative Retirement

Legal & Legislative Reporter: Failure to Satisfy ERISA Requirements Dismisses Future Disability Benefits

Guest Contributor

30 Aug 202330 Aug 2023

Every month, the International Foundation releases the Legal and Legislative Reporter, a compilation of new employee benefits-related case summaries. Below is a summary we thought you’d be interested in. Content provided by Morgan, Lewis & Bockius LLP. The U.S. District Court for the […]

Employee Benefits Financial Education (U.S.) Retirement U.S.

A Q&A on State-Facilitated Retirement Programs

Anne Patterson

13 Jul 202313 Jul 2023

For the past several years, the International Foundation has strategically focused on the topic of retirement security. The most recent Talking Benefits podcast episode covered one crucial way to help employees reach retirement security—by giving them access to a retirement plan. Podcast […]

Employee Benefits ERISA Retirement

Legal & Legislative Reporter: Outcome of Farming Accident and Claim Denial Under the Occupational Exclusion

Guest Contributor

13 Jun 202314 Jun 2023

American Rescue Plan Act (ARPA) Defined Benefit (DB) Plans DOL Employee Benefits ERISA MPRA Retirement

How SFA Rules Impact Annual Funding Notice Requirements

Jenny Gartman, CEBS

09 May 202309 May 2023

The American Rescue Plan Act (ARPA) of 2021 authorized special financial assistance (SFA) through the Pension Benefit Guaranty Corporation (PBGC) to eligible severely underfunded multiemployer plans. ARPA added section 4262 to Title IV of the Employee Retirement Income Security Act (ERISA). The multiemployer plans […]