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This story has been updated for the magazine. The original story can be found here: “Is Investment Performance a Fiduciary...

A peaceful retirement is just what this doctor ordered

Reduced regulation is expected—and expected to have a broad impact.

To document committee meetings, an old-fashioned approach is best.

While most employers report feeling a responsibility to ensure their workers are financially secure, barriers remain as to utilizing financial...

District courts issued contrasting opinions, March 28, on lawsuits against companies for conducting pension risk transfers with insurance company Athene...

Court Dismisses Suit Over Bank’s Health Plan A U.S. district judge in Minnesota has dismissed a lawsuit against Wells Fargo...

Recordkeepers have invested much in creating tools whereby plan sponsor clients can measure their plans’ “success.” Such tools can help...

A lack of financial education in both high school and college tends to correlate not only with low levels of...

A Peek at How Pension Systems Rank Worldwide Mercer used three sub-indices within which to assess, via over 50 indicators,...

MSB Consulting Engineers prioritizes support and communication

How sponsors design their match determines how well savings grow.

The IRS 2024 Required Amendments List for Qualified and Section 403(b) Plans, published this past December, includes three pages of...

The pooled employer plan market surpassed $10 billion in assets last year, according to Cerulli Associates, which reported that more...

Know who should handle what, fiduciary delegation-wise.

When compared with their male colleagues, women in public service jobs expressed more concern about their finances and outliving their...

A Texas federal court ruled on January 10 that American Airlines Inc. and its employee benefits committee violated their fiduciary...

Earlier this year, we covered a study released by a consulting firm in which it alleged that, using its proprietary...

Reduced regulation is expected—and expected to have a broad impact.

The Dumases knew they’d want to travel so they planned well—ahead.