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It would raise the contribution limits for SIMPLE plans and modernize form filing requirements.

The median firm increased its client base by 4.8% last year, up from 3.6% the year before.

Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs;  Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more.

After completing a simple quiz, employees are given a wellness score and actionable steps they can follow to improve that score.

The “Less Is Not More” study set out to determine whether presenting retirement plan information in a more compact and accessible way increases participation and results in better...

In a series of private letter rulings, the IRS has determined that plans in question, including a 403(b) plan, are church plans under the definition clarified in a...

Employees of small businesses with retirement plans that include automatic enrollment have far higher participation rates across all demographic variables, according to new data shared by Vanguard. 

The underlying technology will be provided by Retirement Plan Advisory Group and delivered to advisers with the support of a centralized team of retirement specialist consultants.

Two experienced ERISA attorneys at Drinker, Biddle and Reath warn against the idea of participants seeking a hardship withdrawal for the purpose of paying down student loan debt;...

The bill would create an online database for participants to find "lost" retirement accounts and would change rules for automatic cashouts and rollovers.

They are on track to replace 75% of their income, compared to 64% for Americans overall.

The case arose from Manhattan Ford’s withdrawal from the UAW Local 259 Pension Fund, and an arbitrator’s calculation of about $2.55 million in withdrawal liability for the employer....

But more than half of pre-retirees expect to hold down a job, PGIM found in a survey.

Mercer suggests pension sponsors should now focus on the shakeout that lies ahead, with the potential bifurcation between liabilities sold to insurers and the hard stuff kept on...

It is also challenging to calculate the return on investment from financial wellness programs, Strategic Benefit Services found in a survey.

“To transform saving into an engaging consumer experience rather than a financial services experience, employers must present it not as something difficult and unpleasant but as something that...

To determine the impact of such a change, the firm performed a detailed analysis of two national multiemployer plans.

Under the paradigm created by the Supreme Court’s ruling in a case known as Fifth-Third v. Dudenhoeffer, plaintiffs continue to have difficulty proving standing in ERISA stock drop...

Besides discussing the rollout of UBS One Source, Michael Barry offers some broader ideas about the role of equity compensation and the importance of communicating the value of...

According to state authorities, the combined savings of the first groups of participating savers is approaching $5 million.