The Plan Sponsor Council of America will be hosting a National Conference from April 30 – May 2, 2025. MarketSphere’s Retirement Reunification team will be at booth 322 to share insights on how to identify and resolve challenges with unclaimed funds and reconnect plan participants and beneficiaries with their retirement accounts.
Federal legislation currently under consideration in Congress seeks to bolster protections for owners of securities, digital assets, and investment accounts that are not subject to ERISA. The Safeguarding Americans’ Fairly Earned Retirement Act of 2026 Read more
For many pension plans, annual proof-of-life campaigns are more important than ever under SECURE 2.0. While recovering overpayments has become less burdensome, the financial risk of undetected overpayments remains significant. In today’s environment of increasing Read more
With the end of the calendar year rapidly approaching, retirement plan sponsors with calendar plan years must prepare for important annual tasks. The upcoming timeline includes: December 31: the plan year wraps up. The year-end Read more