News

New research from the National Institute on Retirement Security finds nearly nine in 10 Americans believe the nation faces a serious retirement readiness crisis.

Multinational pharmaceutical company Sanofi is being investigated for possible ERISA violations after continuing to offer company stock as a retirement plan investment option, despite alleged knowledge that it...

A decision from The 9th U.S. Circuit Court of Appeals confirms a lower court ruling that a retirement plan membership letter and beneficiary designation form for a nonqualified...

Retirement readiness is the loser when participants take distributions before retirement, says BMO Retirement Services in a white paper.

The United States’ 19 largest pension funds hold roughly 40% of the nation’s pension obligations, according to Russell Investments, so it’s no big surprise they are struggling with...

New York City has launched the New York City Retirement Security Study Group, a panel tasked with advancing private-sector retirement security solutions for city residents during 2015.

RS Investments has created two long/short alternative mutual funds: the RS Focused Opportunity Fund and the RS Focused Growth Opportunity Fund.

Financial wellness programs can cut stress and increase productivity in the work force, new research suggests, especially when employees receive more holistic financial education.

A report suggests employers that use automatic enrollment in their defined contribution retirement plans may be using deferral and match rates that offset the costs of higher participation.

A number of elected officials have emerged on the side of financial advisers in opposing the Department of Labor’s fiduciary redefinition effort—introducing ambitious legislation to block changes to...

Should advisers be more careful of the phrases they use with plan participants? Most agree that lofty statements, technical terms, and jargon should be avoided.

Advisers who encounter some thorny practice problems can turn to a wholesaler, findings of a LIMRA survey suggest.

The IRS has updated its website about 457(b) plan submissions to its voluntary compliance program.

Nicole Spinelli has been appointed to lead the newly created WISE organization—dedicated to supporting “the unique needs of female advisers and clients” across Lincoln Financial Network’s businesses.

The IRS has released a publication to help tax-exempt and governmental entities choose a retirement plan.

An employer’s failure to notify employees that their pension assets were transferred to another plan resulted in a court ruling that it owed pension benefits to employees.

The GAO recommends that the Department of Labor require defined benefit plan sponsors to notify the agency when they offer lump-sum payment windows.

New freedoms help a majority of retirees live in the best home of their lives, finds a study by Merrill Lynch.

Findings from a survey by TIAA-CREF suggest retirement plan participants may be overlooking important options that could benefit them.

A webcast series from the DOL aims to help increase awareness and understanding about basic fiduciary responsibilities for plan sponsors of retirement or health benefit plans.