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The issue of monitoring investments and plan fees is something that often comes up in retirement lawsuits and is therefore an important part of the fiduciary training process.
The IRS announced a two-year delay on requiring high-income workers who make 401(k) catch-up contributions to do so in Roth accounts.
Lockton launches new people solutions practice; Groom Law Group expands health practice with new principal; Multnomah Group acquires Pacific Retirement Partners; and more.
The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.
Pentegra hires vice president of trust services; Multnomah Group expands team and client service capabilities; AIG announces rebrand of life and retirement business; and more.