News

Generally, an IRS memo says, if the terms of the plan specifically allow the employer to vary the employee’s compensation used in the benefit formula, the plan would...

DC plan sponsors with individually designed plans can convert to a pre-approved plan now that the IRS determination letter program has ended.

The legislation would reform the Securities and Exchange Commission (SEC) Rule 701, which imposes a slew of regulations on small businesses, especially newly formed start-ups.

Financial Engines says it has clear and compelling evidence that Americans strongly favor stricter conflict of interest protections when it comes to retirement investment advice. 

A federal court held that First Bankers breached its fiduciary duties to the plan’s participants by failing to conduct a prudent investigation into the fair market value of...

Consultants interviewed by PIMCO weighed in on which target-date strategies are best for which plans, which active strategies are best for which investments, and more.

Lincoln Financial Group conducted an analysis of the savings and investing habits of men and women, finding the latter group is more focused on protecting lifetime income in...

However, when real estate is considered, households may be in better shape for retirement than anticipated, according to Hearts & Wallets.

International Equity funds took the lead among Equity funds in March.

Over the past decade almost $3 trillion has moved from discretionary stock-picking funds to index-aligned investment strategies, according to TABB Group’s latest research, driven by both U.S. and...

A study finds that, overall, 37% of Americans cannot correctly describe a 401(k).

Researchers' simulations of proposed policy reforms for Social Security show that some reforms would increase this gap in lifetime income benefits.

The platform will offer private label funds run with a combination of active and passive management.

There is more retirement plan investment fee data available than ever before, but it is still not exactly easy to identify a good value. 

The Standard Names 2nd VP of Information Security; GAM Hires Global Head of Marketing; DATAIR Hires ERISA Consultant; and more.

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s...

President Trump signed a resolution passed by the House and Senate overturning the DOL rule about city- and municipality-run retirement plans for private-sector workers.

Morningstar finds strong evidence that the two share class approaches are likely to catch on in the ERISA retirement planning industry. 

American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.

“We have seen many iterations of de‑risking actions over the past decade, and we see full plan terminations as the next wave, as many frozen plan sponsors convert...