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Speakers at a recent webinar discussed considerations for using collective investment trusts in defined contribution plans.

Roth and after-tax accounts could be used to facilitate emergency savings, with certain considerations about the cost of accessing funds and the effect on nondiscrimination testing.

Employer-sponsored retirement plans and individual retirement accounts reached almost $40 trillion in total assets by the end of last year, even as a recovering economy faced some key...

The litigation was originally focused on fiduciary breach allegations leveled against a hospital network—claims which have since been settled—but it also included separate accusations against Principal.

New regulations would apply to multiple employer plans that are either maintained by employers that have a ‘common interest’ or have a ‘pooled plan provider.’

The house it set to vote on the ‘SECURE Act 2.0’ and hold a committee hearing focused on improving Americans’ retirement savings and investing opportunities.

The complaint cites the Supreme Court’s recent ruling in Hughes v. Northwestern University while arguing the plaintiffs have sufficient standing to allege breaches by plan fiduciaries.

According to the lawsuit, the plan’s assets are being audited and disbursements to retirees have paused.

Plan participants claim they were charged excessive fees for a plan with over $1 billion in assets.

A bipartisan pair of U.S. senators are calling on the oversight agency to examine the need for stronger spousal protections in defined contribution retirement plans.

NFP acquires Achilles & Associates, expanding insurance and benefits capabilities, while The Standard hires new retirement plan consultant.

Although the substantial market volatility seen in early 2022 has the potential to slow M&A activity, the fundamental drivers remain intact and will continue to drive future activity,...

Cetera-affiliated retirement plan advisers can access the option for retirement income strategies.  

BNY Mellon Investment Management launches responsible investment active ETF; Dimensional lists four new international equity ETFs; Nasdaq Fund Network welcomes BlackRock’s Target Allocation ETF models; and more.

The product simplifies sustainable-focused retirement plan portfolios through ESG target-date funds. 

While the order determines that outright dismissal at this stage is inappropriate, it also notes that the plaintiffs need to file an amended complaint in order for their...

An Atlanta-area broker was accused by the regulator of fraudulently inducing federal employees to roll over holdings from their federal Thrift Savings Plan retirement account into higher-fee, variable...

401(k) plan participants of different age and contribution rate cohorts had differing responses to attending the webinars, an issue brief from the Employee Benefit Research Institute says.