Correcting 401(k) Auto-Enrollment Failures | PLANADVISER
Nov 20, 2024 · If the plan provides for matching contributions and the employee would have been entitled to a matching contribution had the missed deferrals been made, the plan sponsor must …
PLANADVISER - The trusted information and solutions resource for ...
PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, …
Capital One Facing 401 (k) Plan Forfeiture Suit | PLANADVISER
Nov 19, 2024 · Capital One Financial Corp. and its board of directors are facing a lawsuit brought by former employees over the usage of 401(k) plan forfeitures, joining more than 20 other …
Principal Launches Workplace Personal Investing Program for …
Nov 20, 2024 · Principal Financial Group is moving more directly into participant financial advisement by targeting emerging and “mass affluent” savers, top executives said during the …
Creative Planning Secures Minority Investment From TPG Capital
Sep 30, 2024 · Creative Planning LLC, an independent wealth management firm, announced Tuesday that TPG (Tarrant Capital IP LLC), an alternative asset management company, has …
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
Dec 28, 2023 · Updated with Corection The Internal Revenue Service issued an 81-page question-and-answer notice related to several provisions of the SECURE 2.0 Act of 2022, that …
Transamerica Introduces 2 New Pooled Plans | PLANADVISER
Dec 4, 2024 · Transamerica has debuted two new pooled plan solutions, each targeting slightly different plan sponsor needs. The firm announced its DWC 401(k) Pooled Plan Solutions on …
2024 PLANADVISER Retirement Plan Adviser of the Year
The 2024 PLANADVISER Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence in serving retirement plan sponsors and …
Mapping State Retirement Programs | PLANADVISER
Nov 26, 2024 · There are currently 20 U.S. states that have enacted retirement saving programs for private sector workers, with more in the policy pipeline to potentially come online next year, …
Advisory M&A News – 12/2/24 | PLANADVISER
Dec 2, 2024 · Avantax Welcomes Independent Financial Adviser Andrew Erickson. Avantax Inc., a community within Cetera Holdings and a leader in tax-focused financial planning and wealth …