Regulation

As co-founder of Captain401, he launched an online platform that helps small businesses quickly and easily set up 401(k) plans.

New regulations herald widespread changes in professional roles and business models for retirement planners and wealth managers.

Often overlooked, handbooks are an important form of documentation that the IRS or DOL will most likely request during an audit, says attorney Patricia Moran.

The DOL’s April 2017 deadline means employers should start familiarizing themselves now with their responsibilities under the new regulations.

A Massachusetts district court recently ruled that two affiliated private equity funds were liable for the unfunded vested benefits owed to a multiemployer pension fund by its bankrupt portfolio company.

As co-founder of Captain401, Lee launched an online platform that helps small businesses quickly and easily set up 401(k) plans.

The DOL’s April 2017 deadline means employers should start familiarizing themselves now with their responsibilities under the new regulations.

CIAB argues that a Colorado movement to establish a state-run health insurance program is “ridiculous” and would decimate private group healthcare.

Benefit managers often struggle to figure out where to start the reasonable-accommodations process and when or how to bring in outside resources to help.

A closer reading of it sends a clear signal to plan sponsors that they should aim to keep participants invested in a qualified defined contribution plan throughout their working lives.