Retirement Regulation

Retirement consultant Marcia Mantell called the new Trustees Report "better news" than she expected.

Plan sponsors must ensure that their written plan documents are updated to conform with actual plan operation.

Shiv Verma said states have approached the company about partnering on their own investment vehicles for newborns.

Target date funds (TDFs) have cemented their position as a core investment option in 401(k) plans by offering age-appropriate asset allocation, diversification, and automatic rebalancing.

The tool "delivers a simple, secure way for households to begin engaging" with the program, according to Scott Bessent.

A planner thought he might have stumbled upon a loophole in program regulations. The reality is more complicated.