News

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.

New information used by the Investment Company Institute results in a downward revision.

Vanguard Core Bond Fund will share many characteristics with Vanguard Total Bond Market Index Fund, the company said.

As 2015 is an indication, pension risk transfer activity shows no signs of slowing, so plan sponsors will need...

Heading into the end of 2015 there’s little sign litigation targeting retirement plans will dry up. 

OMB is asking advisers and retirement industry providers for comments about the necessity of providing Summary Annual Reports to participants, and the burden it might create for industry...

An extensive new report from BrightScope and the Investment Company Institute finds 401(k) plans have significantly evolved towards “packages of features and choice” tailored to individuals, especially in...

Retirement planning research is at least in one respect similar to particle physics: It’s often hard to separate observer from observed.

The PLANADVISER National Conference is a mine of information on practice management, regulation, investments and much more.

The ultimate insurance for some Baby Boomers might be a legacy, which is used to avoid running out of money in retirement.

Software developer NextCapital Group finds new support for developing digital portfolio management and advice delivery tools, in the form of Series B financing worth $16 million.