The recently proposed Retirement Simplicity and Clarity Act would expand in-service rollovers to include annuities. In-service rollovers currently provide active employees with the ability to move ...

John Ligon worked on dynamic economic modeling of federal public policy as a senior policy analyst at The Heritage Foundation. The health care reform legislation known as the "Baucus plan" will demand ...

Plan sponsors considering collective investment trusts for their 401(k) plans should focus on the product provider’s CIT governance policies and procedures, according to industry experts. A Wilmington ...

Plan sponsors are being more conscious and cautious with respect to managing the implications of the DOL fiduciary rule—and this is impacting plan leakage and rollover decisions to a strong degree, ...