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AIG Life and Retirement adds new CEOs; Northern Trust hires business development executive to lead private capital administration; CRI incorporates TPA services to company team; and more.

The IRS is aiming to simplify the hardship withdrawal process, but plan sponsor clients still have to remain mindful of their compliance obligations and safe harbor requirements.

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.

Women place more importance on advice that fits into their work or personal schedule, as opposed to men who place more importance on advice that alerts them to...

Auditors "can provide feedback on the effectiveness of, and suggestions for improving, processes and controls in place related to fiduciary responsibilities and efficient and effective plan operations,” said...

The affirmation once again shows how influential has been the Supreme Court’s 2014 decision known as Fifth Third v. Dudenhoeffer. It also presents an interpretation of how Fifth...

The study finds that participants who join plans with a TDF default contribute to fewer funds and are significantly more likely to choose only TDFs for their allocations.

In addition to a multi-million dollar monetary settlement, MFS has agreed to certain plan design changes moving forward.

A study by Greenwald & Associates and CANNEX shows those close to retirement highly value guaranteed income to supplement Social Security, and suggests advisers consistently underestimate clients’ interest.

With its fee reduction, 21 of the 22 Fidelity Freedom Index Funds will have total net expenses lower than comparable Vanguard index target-date funds, Fidelity says.

SEC inspection staffers have identified growing security risks associated with advisers’ storage of electronic customer recorders in cloud-based platforms—and they will be watching for non-compliance in this area.

During a House committee hearing in early May, Secretary of Labor Alexander Acosta said the Department of Labor (DOL) is working with the Securities and Exchange Commission (SEC)...

A research report argues that even defined contribution (DC) plan participants in plans with a default investment do not have the financial acumen to know whether the default...

However, 403(b) plans are in a remedial amendment period, and the IRS has offered much help for them to be in compliance with regulations.

Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and...

City National argued that if a District Court had considered certain offsets to the damages award, it would have been clear that the bank never received more compensation...

The IRS Self Correction Program (SCP) has been expanded to include certain plan document failures and certain loan failures and a way to self-correct via plan amendments.

It is important for plan fiduciaries to know what to consider for placing a fund on watch or replacing it.