News

One day after a complaint was filed, Philips North America agreed to pay $17,000,000 to settle the lawsuit questioning its failure to offer a stable value fund and...

The mobile app looks to increase productivity for when plan sponsors have no access to their desks. 

For calendar year 2019, the annual limitation on deductions for an individual with self-only coverage under a high-deductible health plan is $3,500.

A mere 29% know that they are vehicles for education savings, Edward Jones found in a survey

Barrow, Hanley Hires Director of Client Development for Fixed Income Strategies; Former SEC Counsel Joins Morrison & Foerster as Partner; Transamerica Veterans Expand Distribution Roles; and more.

A federal district court has ordered eye-care company Eye Centers of Tennessee LLC, its owner Dr. Larry E. Patterson, and its office administrator Raymond K. Mays to pay...

Despite Wells Fargo's admission and resolution of an error, the Chattanooga Fire & Police Pension Fund wants an accounting of all compensation the bank received while it was...

Retirement Pathfinder is dynamic, allowing for ad-hoc changes and a host of different scenarios.

Only 19% of the small to mid-size business leaders said they are “very familiar” with their retirement plan fees, while 34% said they are “not at all familiar”...

It would provide $500 million in support of employee stock ownership plan (ESOP) programs and would operate through the Small Business Administration.

“OnePension is a good fit at the workplace for plan sponsors wanting to provide participants an annuity (guaranteed lifetime income) to ensure that employees, once their working career...

Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.

For advisers, 78% of respondents to a survey who use advisers indicate their advisers discuss risk tolerance, although only 50% say they discuss guaranteed lifetime income with their...

Broadridge and Morningstar Partner to Help Investment Manager Identify Adviser and Consultant Sales Opportunities; Advantus Rebrands as Securian Asset Management; and Northern Trust to Provide Services for New...

Expert attorneys warn the new non-enforcement policy binds only the DOL and IRS; state regulators and private plaintiffs could potentially seek to bring an action for alleged non-compliance...

A federal district court has entered a consent judgment requiring the fiduciaries of the Sonnax Industries’ employee stock ownership plan (ESOP) to pay $2,225,000 to the plan.

Approximately 41,000 FedEx retirees and beneficiaries in defined benefit pension plans will receive annuity benefits.

Failure to do so could result in their tax-exempt status being revoked, which will affect their ability to offer 403(b) plans.