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Participant Sues J.P. Morgan Over Data Breach
J.P. Morgan Chase & Co. was accused in a new lawsuit of not having sufficient procedures in place to prevent...
Salesforce Agrees to Settle ERISA Lawsuits
San Francisco-based software company seeks a settlement in lawsuits that alleged the 401(k) plan charged participants excessive fees.
How Self-Auditing the Retirement Plan Prevents Compliance Issues Down the Line
The Department of Labor found many violations in retirement plan audits last year, likely because plan sponsors were not regularly...
How to Determine if Your Plan Is a Small Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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Social Security Trust Funding Gains Year to 2035
Social Security board’s annual report says strong economy, job growth boost funding; calls on Congress to act for the future.
IRS Releases Explain SECURE 2.0-Related Tax Form Changes
Participation incentives and Roth employer contributions will have to be reported as gross income.
Investment Menu Design Under DOL’s Retirement Security Rule
Supporters of the rule argue that plan fees should fall, especially for smaller sponsors.