Search results for: a

Starting on September 30, the Department of Labor will transition to paperless checks, according to a notice published in the Federal Register.

A district court judge in Georgia ruled that Home Depot’s use of forfeited funds aligned with the retirement plan’s terms.

Jackson has launched new fixed index annuities; Shelton Capital Management will offer an Equity Premium Income ETF; VanEck launches new actively managed ETFs; and more.

Motor carrier holding company Knight-Swift is settling two ERISA complaints while RTX Corporation faces charges of breaching fiduciary duties.

The proposed FORWARD Act would allow certain military retirees and disabled veterans to continue contributing to their Thrift Savings Plan accounts after leaving the military. 

The artificial intelligence-powered tools focus on adviser workflows, including lead generation, digital marketing automation and merger and acquisition analytics.

The senators wrote Labor Secretary Lori Chavez-DeRemer that plan fiduciaries need ‘critical safe harbor protections’ from ‘frivolous lawsuits.’

Carrington will be responsible for partnering with alternative investment managers to develop and distribute alternative investment products.

Wealthspire Advisors acquires Marin Financial Advisors; EP Wealth acquires Better Money Decisions; E.A. Buck Financial Services acquires Achieve Retirement; and more.

Used predominantly by private sector employers, health reimbursement arrangements could also help public sector retirees deal with unfunded health care costs, according to a new article by WTW.

If the company fails to meet the standards it has set for customers, plan sponsor clients will get a 50% credit toward their next invoice.

The complaint alleged the technology provider charged excessive fees and mismanaged an investment fund. 

Frain is leading product strategy and development across Transamerica’s retirement solutions.

A majority of respondents to Schroders’ 2025 U.S. Retirement Survey said that private assets could enhance portfolio diversification.

Thoughts from Renn Williams, with Advo(k)ate Advisors.

Thoughts from Michael Beczkowski, with Bolton Investment.

PEP participation is growing as the pooled plans offer an option to the complexity and scale of managing a standalone 401(k) plan.

Although claims about misuse of plan forfeitures were dismissed, allegations alleging fiduciary breaches by the Novo Nordisk retirement committee related to fees and committee management were permitted to...

She is currently a senior judge of the U.S. Armed Forces Court of Appeals; she will join the SEC September 2.