News

Effective July 9, DB plan sponsors may no longer offer a lump-sum window to participants who have begun receiving installments.

BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.

These clauses can cover costs when being sued—but they don’t eliminate fiduciary responsibilities.

Four Seasons Financial Education has created an employee-paid financial wellness program.

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.

Why are older Americans’ retirement income shortfalls everyone’s problem?

A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans.

Antonio Duarte has joined Fiduciary Investment Advisors as a consultant.

Advisers can aid retirement readiness through expanded use of auto-features that go beyond enrollment.

Many advisers evoke the idea of “passion for work” as an anchor for their brand. But as the industry continues to be more competitive, is an idea enough?

MassMutual’s new pension buyout business leader takes on the role during a peak time for risk transfer activity.

WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.

“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.

Appeals court rules on the validity of certain posthumous qualified domestic relations orders, and whether divorce settlement agreements qualify as or supersede QDROs.

Nearly half of financial professionals say traditional advisers brush aside concerns about robo-advisers, but LIMRA research says the technology holds potential.

Alliance Benefit Group has added The Retirement Plan Company to its national network.

The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans offering an employer contribution.

Do actual work… at work? Some workers will do just about anything, apparently, to avoid working while on the clock.

F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts.

The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration processes.