News

Amendments to the Internal Revenue Service’s Employee Plans Compliance Resolution System are expected to ease compliance and reduce costs for retirement plan sponsors.

Only certain tax-exempt employers are eligible to sponsor an Internal Revenue Code Section 403(b) plan, and a given employer’s exemption must be carefully protected through proper documentation and...

A Business Insider video has been making the rounds lately, notable for its message: that investing in a 401(k) is “a complete waste of money” for Millennials.

An analysis finds repeated use of financial wellness resources improves retirement savings behaviors.

One advisory team is urging retirement plan fiduciaries to reconsider the importance of index fund proxy voting rights under the Employee Retirement Income Security Act.

Zamansky LLC has commenced an investigation of International Business Machine Inc.’s (IBM) 401(k) Plus Plan for possible violations of the federal Employee Retirement Income Security Act (ERISA).

International law firm Dorsey & Whitney LLP has named Elizabeth Deckman partner in the benefits and compensation group of its Seattle office.

Securities America Inc. says it will provide its network of 2,000 independent advisers with access to Envestnet Retirement Solutions’ retirement specialist adviser workstation technology.

The Defined Contribution Real Estate Council (DCREC) launched a podcast series aimed at educating plan sponsors and advisers about the potential benefits and risks of using commercial real...

Transamerica Retirement Solutions has adopted RiskFirst’s real-time analytics and reporting platform, PFaroe, for use in coordination with plan sponsor clients and its advisory partners.

Wealthy families fear big windfalls might do more harm than good for the next generation, according to a survey of high-net-worth parents.

Penbridge Advisors announced the release of an advanced pension risk transfer (PRT) index charting tool that improves plan sponsor and adviser understanding of annuity buy-out pricing and other...

Many Baby Boomers and members of Generation X feel the traditional notion of retirement is out of reach, according to a study from Allianz Life.

Some believe more 401(k) plans will switch to government money market funds to respond to SEC rule changes.

Employees of small independent businesses would especially benefit from an expansion of accessibility and a simplification of rules applying to multiple employer plans, according to a report from...

T. Rowe Price, a global investment management organization, announces three significant changes to its leadership.

The Supreme Court’s decision on employee stock ownership plans will likely impact clients offering, or thinking about offering, employer stock as an investment option.

A new Spanish-language version of the SmartPlan retirement educational program purports to be the first solution of its kind tailored specifically to the Spanish-speaking community.

Ask several different financial experts what it means to set up “buckets” for retirement income, and you may get several different answers.

Tax-qualified retirement plans run by small business owners must comply with ERISA—whether the sponsor is familiar with the landmark legislation or not.