The U.S. Department of Labor, IRS, and PBGC release updated 2025 benefits plan reporting forms, including new codes for multiemployer and variable annuity plans to enhance retirement plan compliance and reporting accuracy.
Key 2026 U.S. tax policy and IRS budget updates include ACA premium tax credit negotiations, IRS appropriations, crypto tax rulings, Trump Accounts guidance, and global tax negotiations affecting insurance market stakeholders.
Explore effective strategies for retirement plan sponsors to balance education and communication, driving better participant outcomes through tailored content, multi-channel engagement, and behavioral nudges.
Nationwide Retirement Solutions introduces RetireAssist Connect, a pooled plan product designed to streamline retirement plan management with enhanced fiduciary support and customization for advisors and plan sponsors.
President Trump's executive order expands 401(k) investment options to include private equity and alternative assets, offering new diversification opportunities while raising fiduciary and regulatory considerations for retirement plans.
Explore Market Value Adjustments in stable value funds, key risks during recordkeeper changes, and strategies to mitigate financial impacts for retirement plan sponsors.
Explore recent U.S. market innovations including Mutual of America's managed IRAs, new Lincoln Financial annuities, active fixed income ETFs from Man Group and State Street, and AI-driven retirement tools enhancing compliance and client service.
Maersk Inc. is sued for alleged mismanagement of its 401(k) plan involving a fixed annuity from John Hancock, potentially causing $22 million in losses.
Employer advocacy groups urge the 4th Circuit to dismiss speculative ERISA claims challenging pension risk transfers, emphasizing legal compliance and impact on retirement plans.
Washington regulators are advancing frameworks to expand 401(k) plan access to alternative assets including private equity, real estate, and cryptocurrencies, affecting fiduciary and insurance market dynamics.
