News

The American College New York Life Center for Retirement Income names co-director, and an Illinois bank opens an investment unit with retirement services.

Defined contribution retirement plan sponsors remain cautious and curious about structured withdrawal products.

Hotel guests weigh in on the worst behaviors of other hotel guests.

Henkel Corp. has agreed to pay more than $3.3 million to nonqualified plan participants for not withholding FICA taxes from their plan contributions.

New Jersey is the latest state to make a move toward a state-run retirement plan for private-sector workers.

It’s more or less common sense that making retirement plan investment menus easier to use will lead to better outcomes, but a new paper strives to more carefully...

The court is the first of the appellate courts to rule on recent church plan litigation.

Lincoln Financial survey probes Americans attitudes toward money and saving.

Mobile application development figured largely throughout the year.

There are actions plan advisers and their sponsor clients can take to help participants focus on budgeting and saving. 

The court rejected the argument that “bargaining power” of participants is a requirement for a plan to be considered a “top hat” plan.

Catholic Health Initiatives has won a lawsuit challenging its pension plan's church-plan status.

Women plan participants and investors face special challenges.

It also expands the exceptions for the 10% additional income tax on distributions for those younger than 59-1/2.

More than 75% of asset managers expect to see an increase in RFPs, RFIs, and due diligence questionnaires in the next 12 months, according to Cerulli Associates. 

Retirement plan advisers are beginning to consider financial literacy and wellness programs for plan participants.

Retirement specialist financial advisers face a constant stream of regulatory and market change—especially regarding defined contribution plan investment menus.

Callan’s DC practice lead looks back over a decade of industry development post Pension Protection Act. 

The end of 2015 has seen an expanding range of retirement plan litigation cases, notes ERISA attorney David Levine. 

People hit the stores after Christmas to return merchandise, but not always for legitimate reasons.