The plaintiffs in the case believe California should not be permitted to operate the CalSavers Retirement Savings Program on the grounds that its establishment violates federal ERISA pre-emption rules—claims rejected by both a district and an appellate court.

Despite significant progress made in recent years, research suggests millions of working Americans are missing out on the full retirement plan match offered by their employer.

Given a third shot, a judge found the parties finally got the settlement terms right.

A court found a separation agreement signed by the plaintiff when his employment with the company terminated precludes the lawsuit.

Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic groups.

SageView adds Bloomfield Hills wealth practice; ExamFX acquires Training Consultants; BNY Mellon launches Pershing X; and more.

Arguments in the new case closely resemble previous lawsuits filed against other firms citing the ERISA fiduciary duties of prudence and of monitoring fiduciaries.

Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in target-date strategies; and more.

A judge determined the firm didn’t breach its ERISA fiduciary duties when it encouraged Lowe’s to move more than a billion dollars in plan assets to one of Aon’s own investment funds.