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Investors with more than $1.5 million in assets scored twice as high on the literacy quiz than those with less than $100,000, according to The American College of...

The new pooled offering is designed for companies with fewer than 100 employees.

A judge determined the retirement plan recordkeeper and third-party administrator misappropriated millions in clients’ plan assets.  

The SEC has explained that advisers must have a reasonable basis to believe moving assets from a former employer’s plan to an IRA is a better option.

New York Life will be the official financial guidance partner of Major League Baseball and expanded its commitment to the U.S. Soccer Federation and Little League baseball and...

Assets in RetirePlus jump to $30 billion from $10 billion in 24 months as demand grows for guaranteed lifetime income.

The IRS December grab bag notice provisions on de minimis incentives and terminally ill distributions also received some pushback from the industry.

Plan sponsors at higher education institutions expressed concerns over their participants’ retirement readiness, but many do not measure the performance of their plans, according to Transamerica research.

The issue of monitoring investments and plan fees is something that often comes up in retirement lawsuits and is therefore an important part of the fiduciary training process.

A lawsuit against the Hess Corp. alleges Hess plan fiduciaries included target-date mutual funds instead of collective investment trusts in the investment lineup, to the detriment of participants.

Alerus adds retirement plan consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.

F&G Annuities & Life launches RILA; iCapital announces tool designed to build stronger portfolios; and CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool.

The newcomers include Sandy McCarthy of OneAmerica Financial, who takes over as chair.

According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined contribution sponsors looking to do likewise.

The House of Representatives hosted a second hearing on the retirement security proposal, during which witnesses disagreed on the adequacy of existing rules and the proposal’s potential to...

The tax credit is designed to make health insurance purchased through the marketplace more affordable.

Fees continued to fall, performance rallied and assets grew, according to Sway Research.

Investment management fees fell by 10 basis points, but respondents still reported negative returns in data mostly gathered from 2022.

Regulator cites growth of outreach and education programs along with monetary recoveries among last year's accomplishments.

U.S. corporate pension plans see their funded status continue rising in January, consulting firms and trackers show.