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What's in the episode?: How do you expand retirement plan coverage for workers at scale (close the coverage gap), leverage the behavioral benefits of payroll deduction, and not place an undue burden on employers? One solution is increasingly effective—state-facilitated plans. Retirement policy... READ MORE
Any retirement fund invests its funds in some way to help them grow, and that includes those run by states. A look at how CalSavers handles the investment of its funds sheds some light on how one of the largest state-run retirement plans fosters growth of their funds.  Assets CalSavers had assets... READ MORE
The Pension Benefit Guaranty Corporation (PBGC) on Sept. 12 issued the interest assumptions under the asset allocation regulation for plans with valuation dates in the fourth quarter of 2023. The assumptions are contained in a final rule that amends the PBGC’s regulation on Allocation of Assets in... READ MORE
The industrial revolution, 21st century-style, mass-produces information—but at the same time makes it an individual experience. And that includes information about retirement plans and one’s own retirement plan and account. One of the ways in which that information is delivered is via apps. But... READ MORE
Everyone, relax. There is no retirement savings “crisis,” and you’re probably saving enough for retirement. That’s the message in a recent op-ed in The Wall Street Journal, and a working paper from the American Enterprise Institute’s Andrew Biggs, a frequent critic of what he says are... READ MORE
It’s hard for me to believe that we’re marking the 22nd anniversary of the 9/11 attacks.  Harder still to comprehend that there are individuals now in the workplace who weren’t even alive on that day, and others so young that they have no memory of it. Other significant dates on the calendar have... READ MORE
The Department of Labor (DOL) sent a new version of a proposed fiduciary rule to the Office of Management and Budget (OMB) late Sept. 8 for review.   Known officially as “Conflict of Interest in Investment Advice,” it would redefine fiduciary investment advice under ERISA. According to a post on... READ MORE
Retirement plan professionals are getting increasingly creative in how they observe 401(k) Week, culminating in Friday’s National 401(k) Day. Take Qualified Plan Advisors, the high-profile Kansas City-based firm. Its Nebraska Practice Leader, Charles (Chuck) Smith, is an elite runner with many... READ MORE
Those lazy, hazy, days of summer lived up to their name this year: Private-sector pension plans showed only slight changes in status in August by a range of measures, according to multiple reports.  Funded Status  Funded ratios for private-sector defined benefit plans showed slight changes from... READ MORE
CalSavers has expanded the range of services for which it is seeking professional assistance.  On Sept. 5, CalSavers issued an RFP (request for proposals) announcing that it is seeking a contractor to provide investment consulting services. CalSavers, the state-run program that provides retirement... READ MORE