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The Employee Plans unit will be issuing more compliance checks and reviewing submissions for pre-approved plan documents.

There’s no way around it, health care cost projections for American retirees are grim, especially when mapped against what people actually have saved. 

April 30, 2016, is the deadline for employers using pre-approved retirement plan documents to sign an updated version of their 401(k), profit-sharing or other defined contribution retirement plans.

The organization claims most large employers do not use predetermined or “off the shelf” retirement plan documents.

“Scale is a very important part of the economics that drive this business,” says Kent Callahan, president and CEO of Transamerica’s Investments and Retirement Division. He told PLANADVISER...

Companies sponsoring defined benefit plans can work with Buck Consultants to map pension risks and strategies in real time.

The retirement specialist advisory industry is still coming to terms with the opportunities and challenges of servicing 529 college savings plans.

An online game challenges advisers to pin down their adviser style.

A survey of institutional asset managers highlights persistent uncertainty and lack of preparedness around pending SEC money market reforms.

Cerulli outlines DCIO firms’ top concerns regarding retirement specialist adviser demographics. 

What is fueling the higher level of confidence Americans express about retirement?

An adviser’s broad perspective and timely nudges can help the plan sponsor steer clearly through major changes.

Employees could use more financial guidance from the source that offers financial benefits.

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.

Hearings before two House Financial Services subcommittees add more commentary to the debate about the DOL's proposed fiduciary rule.

The Center for Retirement Research at Boston College asks what part an inheritance plays in reducing retirement uncertainty.

Clarifying regulations could help plan sponsors choose plan investments, the GAO says.

A safe harbor plan requires an initial plan year that is at least three full months, making October 1 the effective deadline for creating a new plan in...

A lawsuit says BAT Masonry was valued at $13 million less than what its ESOP paid for company stock.

The Cooperative and Small Employer Charity Pension Flexibility Act specifies funding requirements for certain pensions that were not immediately affected by PPA funding rules.