News

The latest study from the Segal Group includes plan sponsors’ picks for the top five cost-management strategies.

Children’s education is the second most common reason parents tap retirement savings, a survey found.

FS Investments expands real estate investment efforts; Franklin Templeton hired ETF portfolio VP; DWC - The 401(k) Experts to merge with Hawkins Retirement; and more.

A federal court judge basically found many of the allegations stated normal business practices and the plaintiff did not offer enough arguments to support her claims.

The EEOC's district director in Chicago, says, "Our investigation revealed Mr. Rascher was fully cleared to return to work, but that S&C insisted he 'retire' instead."

In the absence of the determination letter program, the law firm is helping plan sponsors of tax-qualified plans remain compliant with IRS plan document requirements.

Single people are saving less and more worried about being secure in retirement than their married counterparts, a survey finds.

The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.

Among Millennials, women are making less income and saving less for retirement, Wells Fargo Asset Management finds.

The complaint states that Gucci America was “particularly egregious” in regards to offering proprietary funds from its service provider Transamerica.

Employees say they use company stock acquired through their ESPP to help pay down debt, add to their retirement savings, finance real estate or home improvement projects, or simply set aside for a rainy day.

Of the HSAs with distributions, the average amount distributed was less than the average contribution, resulting in balance increases, EBRI finds.

The court granted summary judgment to the plaintiffs and ordered their benefits be paid along with prejudgment interest.

Recent retirees paint a different picture of life in retirement than some pre-retirees expect.

Participants allege the company should have allowed a single recordkeeper to service its traditional DC plan and its 403(b) plan—and that it permitted excessive fees by paying for distinct administrative services for each.

A lawsuit alleges that asset-based fees led to the plan paying $1,819 per participant for recordkeeping services in 2015.

Participants can check their account balances and view their retirement income projection, as well as see their asset allocation and three most recent transactions on the watch.

According to plaintiffs, Ruane’s flagship fund, the Sequoia Fund, contained more than $25 billion in assets until the firm “engaged in a misguided and reckless investment strategy.”

The agency is proposing two modifications for multiemployer plans and one modification for single-employer plans.

As part of the analysis of pension investments, the PensionSmart Analysis tool can examine different investment “glide path” options to help sponsors achieve specific goals related to funding and liability matching.