Vanguard recommends “that at least 20% of your overall portfolio should be invested in international stocks and bonds. However, to get the full diversification benefits, consider investing about 40% ...

Quarterly meetings with the recordkeeper are still the most frequent, but only done by 37.0 percent of organizations, ...

The March 19 letter from Chairman Tim Walberg (R-Mich.) to Labor Secretary Lori Chavez-DeRemer comes as a federal circuit court judge recently granted the DOL its motion to pause two federal court ...

In a hopeful sign regarding saving by younger generations, the CRS data by age group shows that between 2019 and 2022 the ...

The model notice lets a plan participant know that the plan sponsor has applied to participate in the DOL’s VFCP regarding the plan, and explains that the program is voluntary and is intended for plan ...

This targeted training enhances understanding of 401(k) plan setup, maintenance, and compliance, focusing on effective client engagement. Earning the QKS Credential showcases your knowledge in 401(k) ...

The curriculum provides thorough training in 401(k) plan management and plan compliance and testing. Earning the QKA ® credential proves that you have met the national standard for all professionals ...

The QKC program focuses on complex 401(k) topics, training seasoned staff to administer advanced plans. It covers the skills you’ll need to amplify client satisfaction (including the plan sponsors and ...

Third time’s a charm, they say — and for at least one of the BlackRock Lifepath TDF suits, after giving plaintiffs three opportunities to make their case, a federal judge has dismissed the suit — with ...