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The PBGC insures DB plans covered under title IV of ERISA, and if a question arises about whether a plan is covered under title IV, the PBGC may...

The tool groups consumers into microsegments based on characteristics and behaviors, allowing employers to then create targeted communications for HSAs. 

When the agency ended its determination letter program, it said it would publish a list of required amendments for individually designed retirement plans to maintain their qualified plan...

The SEC says these changes are needed to reduce obstacles to providing research on investment funds, and to harmonize the treatment of such research with research on other...

One case focused on excessive fees for recordkeeping, administrative, and investment services, and the other focused on revenue sharing.

They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

The case has been vigorously litigated for over three years; now, just weeks ahead of a scheduled trial, negotiations between the parties have delivered a resolution, pending a...

Employees expressed concerns about budgeting, health care and emergency funds, and low levels of knowledge about financial and retirement topics were reported.

However, retirees spend 32% less than non-retirees.

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period...

Despite clients' tendency to focus on equity performance, half of advisers surveyed by Incapital expect their clients will be increasing allocations to fixed income or cash over the...

Although the ASB has voted to issue this SAS as a final standard, it expects to consider whether conforming amendments to this SAS will be necessary once the...

The parties report they have resolved the case, and the judge dismissed the action with prejudice—meaning another complaint cannot be filed.

Working in collaboration with Hispanic civil rights and advocacy organization, the National Institute on Retirement Security has published a detailed analysis of the challenges facing Latino workers in...

By cutting the fee for its small-plan investment outsourcing solution to 10 basis points, the firm says it will better position its advisers to grow their practices by...

The question before the high court is, “Whether an agreement to arbitrate ‘all claims’ that an ERISA plan participant ‘may have’ against a plan fiduciary encompasses a breach-of-fiduciary-duty...

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across...

DWS hires municipal bond director; PBGC announces several leadership appointments; Principal International names retirement income solutions leader; and more.

The documents are FINRA reviewed and focus on the topics of maximizing Social Security and tapping into common sources of sustainable retirement income.