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At one point, the plaintiff was proposing a defendant class of all sponsors of smaller 401(k) plans that entered into program agreements with Nationwide through its Retirement Flexible...

Innovator expands Defined Outcome ETF suite; Vanguard merges Capital and Windsor funds; and IHS Markit delays rebalancing actions on indices.

The lawsuit accuses Nationwide 401(k) plan fiduciaries of not negotiating terms for a fixed-income contract comparable to that for its DB plan for the purpose of increasing its...

The retirement plan-focused provisions passed by the Senate last night are among many meant to ease the financial pressures posed by the coronavirus pandemic.

The court concluded that "the amended complaint appears to reflect plaintiffs’ own opinions on ERISA and the investment strategy they believe is appropriate for people without specialized knowledge...

Newport anticipates plan sponsors will see an increase in loan and hardship distribution requests.

However, excess deferrals made by participants in 2019 must still be paid to participants by April 15.

The company already had extended financial wellness resources to members affected by the coronavirus.

Even as they await federal action, retirement plan recordkeepers have put plans in place to help workers and retirees make the best financial decisions during this challenging time.

It will soon offer the personalized managed account platform to participants.

It will enable them to communicate with participants and sponsors during the coronavirus pandemic.

Recordkeepers expect the volume of loans, hardships and withdrawals will increase in coming weeks and months.

“Many states are home to headquarters or critical operations for numerous mutual fund sponsors where Americans have entrusted their savings to meet a wide range of financial goals....

Financial Planning Association (FPA) members interested in volunteering can contact FPA’s pro bono director.

The federal government will provide itself 30 additional days to review economically significant mergers and acquisitions—which include for example the purchase of TD Ameritrade by Charles Schwab.

Everyone wants lifetime income products to be portable, but that doesn’t mean building such solutions will be easy.

Media outlets suggest one of the federal government’s responses to the coronavirus outbreak will be to temporarily guarantee money market funds—mirroring what proved to be an important policy...