News

Different limits and rules for retirement plans qualified in Puerto Rico may cause some operational issues for plan sponsors.

Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move...

The settlement includes $12 million in monetary contributions, along with mandated administrative changes and the appointment of an independent monitor for the investment lineup. 

Even though there is no typical stable value fund, heading into 2018 there have been three typical types of lawsuits filed against fiduciaries offering stable value funds, according...

A federal district court judge has dismissed the university’s motion for reconsideration of its previous motion to dismiss, while simultaneously granting a motion to stay the litigation process...

The lawsuit alleged Great-West Life & Annuity Insurance Company breached its fiduciary duty of loyalty under ERISA Sections 502(a)(2) and (3)—namely by setting predetermined interest rates artificially low...

The Wall Street Journal published an analysis this week suggesting “at least five governmental agencies have received fake comments challenging the agencies' rules,” including the Department of Labor;...

An appellate court found a divorce decree met all the requirements of a QDRO under ERISA.

DB plan sponsor clients may want to consider a strategy to reduce PBGC variable-rate premiums.

However, advice seeking increases with age, account balance and annual contribution level.

Besides revamping the public website, the participant and plan administration portals have also been enhanced.

Newly leveraged Employee Stock Ownership Plans that borrow a large amount may find that their deductible expenses will be lower.

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.

The Senate HELP Committee cleared Preston Rutledge’s nomination earlier in December; now the full Senate has approved his nomination to a post in which he will play a...

One ERISA attorney who specializes in defending employers against fiduciary breach claims says 2017 has delivered no shortage of important, potentially precedent-setting decisions involving employee benefits law; and...

A new EBRI analysis suggests some couples retiring in the near future could need as much as $370,000 in dedicated savings just for medical care; small wonder to...

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.

The bill does not impact tax breaks for retirement savings, either by lowering the amount people can contribute or requiring some or all of the money to be...