News

Safe harbor 401(k) plans require an initial plan year at least three months long, making October 1 the effective deadline for establishing a new safe harbor plan in...

Moira Hagy has joined Assurance Financial Services’ retirement plan services team as a vice president.

Retirement plan investment adviser Plan Strategies, Inc. (PSI) launched three portfolio allocation offerings.

The Internal Revenue Service is holding a “Retirement Plan Hot Topics” webinar September 11.

PSA Insurance & Financial Services Inc. has established a strategic partnership with The PFE Group that unites the companies' fiduciary consulting practices.

The retirement plan world of 1974, when the Employee Retirement Income Security Act was passed, is almost unrecognizable to the one we live in. 

For four decades, the Employee Retirement Income Security Act of 1974 (ERISA) has provided a durable federal framework for employers that sponsor health and retirement benefit plans for...

Defined contribution plan sponsors may find it challenging to get employees to engage in retirement saving and planning, but there are ways to get employees’ attention.

Forty years ago on September 2, in response to failing companies resulting in workers losing pensions, sweeping legislation designed to protect workers from losing their earned retirement income...

The Institute for the Fiduciary Standard is recognizing September as a month for renewed focus on fiduciary issues and outreach.

A federal bankruptcy judge has affirmed the denial of recovery claims from retirement plan participants who indirectly invested in the now-infamous Bernie Madoff Ponzi scheme.

Generation X workers face some formidable obstacles to achieving retirement readiness, according to Transamerica, but there is hope for the generation if aggressive action is taken.

Fiduciary Management Associates (FMA) has added two senior investment professionals, John Nelson and Xiaoling Wang, to its investment research and analysis staff.

The Securities and Exchange Commission (SEC) adopted revisions to rules governing the disclosure, reporting, and offering process for asset-backed securities (ABS), as well as new requirements for credit...

Enamel just doesn’t bring what it used to. Visa’s annual Tooth Fairy survey shows that American children receive an average of $3.40 per lost tooth this year, down...

The U.S. Solicitor General has filed a brief asking the United States Supreme Court to review parts of a widely followed 401(k) fee litigation case, Tibble v. Edison International.

Women are showing more engagement in retirement savings plans than men, according to an analysis by MassMutual Retirement Services.

Moira Hagy has joined the retirement services team of Assurance Financial Services as a vice president. 

Nearly nine in 10 asset managers polled for a recent Cerulli Associates report view increasing attention to environmental, social, and governance (ESG) strategies as a lasting trend.

Retirement readiness can be strengthened by financial wellness programs, say Compass Financial Partners and Financial Finesse, which recently agreed to partner.