Receive instant alerts for news on your actions. Claim your 1-week free trial for StreetInsider Premium here. WESTLAKE, TX – (BUSINESS WIRE) – Schwab Retirement Plan Services, Inc. was ranked the highest for overall satisfaction in the JD Power 2021 US Retirement Plan Digital Satisfaction Study. Charles Schwab’s Also rankedRead More →

WESTLAKE, TX – (BUSINESS WIRE) – Sep 30, 2021– Schwab Retirement Plan Services, Inc. was ranked highest for overall satisfaction in the 2021 US JD Power Retirement Plan Digital Satisfaction Study. Charles Schwab also ranked # 1 in the Large segment. plans in the JD Power 2020 (equality) and 2019Read More →

Realogy Holdings Corp. and The Platinum 401k, Inc., a pension outsourcing resource, recently announced the establishment of the SPARK Members Pooled 401 (k) pension plan. Available exclusively to all United States real estate agents affiliated with Better Homes and Gardens® Real Estate, CENTURY 21®, Coldwell Banker®, Corcoran®, ERA® and Sotheby’sRead More →

New Common 401 (k) Retirement Plan Now Available for U.S. Real Estate Agents Registered with SPARK Association of Real Estate Professionals MADISON, New Jersey, September 28, 2021 / PRNewswire / – Realogy Holdings Corp. (NYSE: RLGY), the largest full-service residential real estate services company in United States, and Platinum 401k,Read More →

Insurance agents Robert Andrew Lotter and Charles Albert Major have been charged with multiple counts of securities fraud offenses with aggravated white collar abuse and financial abuse of seniors after allegedly defrauding employees of the California school system with high-risk investments. According to an announcement by the California Department ofRead More →

The IRS recently updated its “Employee Plan Compliance Resolution System” (EPCRS). For your information, the EPCRS is a correction program administered by the IRS for plan sponsors to correct certain errors in pension plans. The EPCRS has three different components: the self-correction program, the voluntary correction program and the auditRead More →

Tuesday, September 21, 2021 The IRS recently updated its “Employee Plan Compliance Resolution System” (EPCRS). For your information, the EPCRS is a correction program administered by the IRS for plan sponsors to correct certain errors in pension plans. The EPCRS has three different components: the self-correction program, the voluntary correctionRead More →

Hughes v. Northwestern Univ. n ° 19-1401,953 F.3d 980 (7th Cir. 2020),cert. allowed, 2021 WL 2742780 (US July 2, 2021) Oral argument scheduled for December 6, 2021. Problem: Are allegations that a defined contribution pension plan paid or charged its members a fee that significantly exceeded the fee for theRead More →

The individual audit requirements in the recently proposed federal regulations on the filing of consolidated group retirement plans cast doubt on whether workplace plans are joining forces. Benefits lawyers and pension plan sponsors who hoped the 2019 legislation allowing groups of similar plans to file single, consolidated government disclosures wouldRead More →

Nowadays, almost everything – and everyone – is online, including pension plan members. Members can use their plan’s websites or online portal to do just about anything – enroll (or opt out), make or change contribution choices, select or change investment options, request distributions, etc. It is not surprising thatRead More →

United States: On the Horizon – New Pension Design Opportunities! Meet: “Securing A Strong Retirement Act Of 2021”, Aka “SECURE 2.0” September 13, 2021 Bryan Cave Leighton Paisner LLP To print this article, simply register or connect to Mondaq.com. Important legislation is being drafted in the House that promises toRead More →