News

A 401(k) match and health insurance are the benefits they value the most

The consensus in early commentary is that the new House proposal appears to closely align with bipartisan legislation with potential majority support in the Senate.

A new report from Charles Schwab explores retirement plan participant investment activity within self-directed brokerage accounts; findings show self-directed accounts associated with advisers are better diversified.

Nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income needs in retirement, Voya Financial learned in a...

The agency says it recognizes that these wildfires may impede efforts by plan fiduciaries, employers, labor organizations, service providers, and participants and beneficiaries to comply with the Employee...

The dismissal of the lawsuit accusing the custodian of making unauthorized 403(b) plan account transfers comes a month after the owners of the plan's recordkeeper were indicted for...

The lawsuit challenges the design and monitoring of the Large Cap Fund in CenturyLink's non-union 401(k) plan.

The U. S. District Court for the District of Kansas has preliminarily approved the settlement.

Transamerica announces hire and promotions; Mercer closes acquisition of Summit Strategies Group; FIA opens Wellesley office; and more.

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.

The research finds that individuals most likely to be interested in annuities are younger and still working, which LIMRA SRI says creates an opportunity for future conversations for...

After being one of the first national firms to address the DOL’s now-defunct fiduciary rule, the firm says it is turning a new page in client service and...

The expanded distribution of the program seeks to take advantage of the Department of Labor’s recent focus on expanding MEP coverage, the firm says.

While enjoying broad support, at this early stage, it is unclear what responsibility a plan sponsor would retain for data security and accurate processing; in addition, auto-portability solutions...

Nearly half owned their funds only through their employer-sponsored retirement plans, according to the ICI.

A lawsuit claims Atrium Health does not meet the definition of governmental entity under ERISA, so its retirement plans do not fall under ERISA's governmental plans exemption.

To make sure employees’ investment are diversified, Marc McDonough, with Schwab Workplace Financial Solutions, suggests employees should be offered a financial wellness program to help them understand a...

The bill would add federal matching contributions for middle-to-low-income class employees, whether enrolled in an employer-sponsored retirement program or not.