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The defined contribution retirement planning industry always seems to be struggling for balance, observes Josh Cohen, a 20-plus year industry veteran currently running DC business for Russell Investments. 

Experts are beginning to advise plans sponsors to level the playing field when it comes to recordkeeping fees and other recurring expenses. 

A lawsuit brought by participants in JP Morgan’s 401(k) plan alleging imprudence in keeping company stock in the plan was dismissed under the new Supreme Court standard.

The Bipartisan Budget Act of 2015 introduced changes to Social Security regulations that limit households’ ability to use certain claiming strategies.

President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for...

Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. 

Each January the Securities and Exchange Commission signals its enforcement priorities for the coming 12 months—this year highlighting the importance of adviser transparency, cybersecurity and liquidity issues, among...

John Hollyer with Vanguard sees the SEC’s new efforts having a minimal effect on retirement plan investors.

A long-term financial plan must take into account financial bumps along the way.

The agency has added references to 403(b) pre-approved plans in its user fee guidance.

Two new large retirement plan fee complaints have already emerged in the first week of 2016, highlighting the substantial amount of fiduciary litigation risk still faced by plan...

People may be living longer and planning to work more years, but that may not hold true for all workers.

The IRS is making changes to the program in anticipation of its elimination.

Among the many business units of the stressed RCS Capital Corp. is Cetera Financial Group, which provides investment and brokerage services for a significant number of U.S. retirement...

A large Vanguard survey of workplace retirement investors finds more than ever have a decent understanding of their investments—especially when it comes to TDFs. 

Henkel Corp. has agreed to pay more than $3.3 million to nonqualified plan participants for not withholding FICA taxes from their plan contributions.

It’s more or less common sense that making retirement plan investment menus easier to use will lead to better outcomes, but a new paper strives to more carefully...

The court is the first of the appellate courts to rule on recent church plan litigation.

As 2015 is an indication, pension risk transfer activity shows no signs of slowing, so plan sponsors will need...

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