Retirement Industry People Moves
National sales director joins Aspire, and HealthSavings Administrators appoints exec to expand HSA traction.
Latest News
Benefits |
Extending Financial Wellness Into Retirement
How can employers ensure financial wellness programs create habits that carry into retirement and address employee concerns about the future?
Reliance Trust ESOP Lawsuit Clears Dismissal Motion
The Department of Labor alleges various failures and points of wrongdoing associated with sale of company stock to RVR Inc....
Court Advances Suit Regarding Delta Air Lines’ Offset of Pension Benefits
It was found that the pension plan committee did not reasonably interpret the plan when it offset pension benefits for...
SECURE Act Guaranteed Income Safe Harbor Provides Assurance to Plan Sponsors
Attorneys discussed the clarity it provides, due diligence required and the hurdle of getting participants to accept annuities.
Products |
Investment Product and Service Launches
American Beacon and asset management firm launch bond fund; Hartford Funds and Wellington Management release ETF; and Vanguard announces lower...
DST Systems Lawsuit Defendants Move to Disqualify Plaintiffs’ Attorneys
They found that some of the clients the attorneys were representing were former committee members alleged to have committed ERISA...
Adjusting the Retirement Savings Path
Financial circumstances may change, but plan sponsors can help participants still control, and sustain, their savings.
Public-Sector Employers Have Incentive to Keep Retiree Benefits Viable
The value public-sector employees place on retiree health and pension benefits is worth the effort of finding solutions to keep...
Products |
Prudential Adds Debt Management Services to Financial Wellness Offering
GreenPath offers a free session with a certified financial counselor to establish goals and explore debt repayment options.
New Models Continue to Be Introduced for 403(b) Plans
K-12 and university 403(b) plan sponsors have turned to multiemployer plan solutions—the latest of which is launching in Indiana.
Products |
Vanguard Offers Equity Comp Services Integrated With DC Plan Portal
The solution provides participants with a one-stop platform designed to simplify administration, streamline transactions and inform financial decisions.
Products |
John Hancock Offers Emergency and College Savings Tools
A method for setting up an emergency savings account and an education planning center are available on the website for...
Benefits |
Brokers Being Asked to Do More to Cut Health Benefit Costs
Employers are asking benefits brokers to engage employees on benefits choices and offer better price transparency, among other things.
Franklin Templeton Acquires Legg Mason
The combined platform creates a strong separately managed account business, and the company plans to expand its multi-asset solutions.
District Court Dismisses Fidelity FundsNetwork Revenue Sharing Challenge
The lawsuit sought to portray Fidelity as a functional fiduciary that was inappropriately collecting revenue sharing payments from third-party mutual...
Retirement Industry People Moves
Thompson Hine LLP hires attorney to EBEC practice; HealthSavings appoints senior sales VP; AllianceBernstein appoints senior officials to responsible investing;...
Trump’s 2021 Budget Proposes Increasing Multiemployer PBGC Premiums
The premiums would increase by $26 billion over 10 years.
DB Plan Sponsors Turn to Private Markets for Return
It is critical to choose the right investments and managers.
Why Nonprofits May Prefer a 403(b) Plan Over a 401(k)
It often comes down to nondiscrimination testing.