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The plaintiffs challenge three features of the 2012 amendment: the change to the crediting rate; the introduction of potential for risk and volatility into the plan; and variations...

In a point-of-view white paper, Mercer offers several specific policy recommendations to address what should be done to enable more Americans to retire with confidence.

The proposal effectively eliminates nonqualified deferred compensation (NQDC) plans as tools for tax planning available to executives and public companies, attorneys with Groom Law Group say.

Franklin Templeton Presents Upcoming Passive ETFs; CLS Partners With Five Providers to Launch ETF Models; PFM Acquires FCM Assets to Include Stable Value Investments Offering.

Leadership at both the DOL and SEC have signaled a willingness to work together to find complementary approaches to managing advisers’ conflicts of interest—but it will be a...

By making workers aware of health and financial benefits, employers can make their workforce more engaged and productive—and avoid costly expenses.

Because of shared and predictable expenses, they also offer greater benefits than defined contribution plans, the National Institute on Retirement Security says.

An Employee Benefit Research Institute analysis breaks down the number of 401(k) contributors who would be affected by a mandatory, partial Rothification proposal in tax reform.

The contribution limit to defined contribution (DC) plans has been increased by $500.

ERI Scientific Beta Presents Long/Short Equity Market Index; TD Ameritrade Offers Expanded Commission-Free ETF Program; State Street Global Advisors Launches New SPDR Portfolio ETFs; and more. 

Adhering to plan governance and minimizing plan risk are the next priorities.

The agency announced a pilot program that will offer mediation in certain Termination Liability Collection and Early Warning Program cases.

Segal Marco Advisors suggests a framework to identify and manage operational risks for public sector DC plans that could also be used for corporate plans.

Three documents set forth mortality tables to be used by certain DB plans in actuarial assumptions and the procedures to request the use of plan-specific mortality tables instead.

Plan sponsors of tax favored retirement plans can use these forms to make an IRS Voluntary Correction Program (VCP) submission.

Some sponsors that want to use a pre-approved plan have certain provisions that were not in effect for the plan for the entire restatement period or options that...

Lively, Inc. introduced investment capabilities through an integration with TD Ameritrade Institutional’s Self-Directed Plan Services platform.

Despite confidence in their level of retirement savings, 46% of Millennials surveyed indicate they have a significant amount of debt, and 43% report they cannot afford to pay...

Several Americans across generations fear their portfolios aren’t diversified enough to secure a comfortable retirement in the event of a market correction.

Both parties together filed some 1,000 pages of paperwork, which the court declined to consider in denying the employer's motion to dismiss, in which it argued its plan...