Judge Denies Kimberly-Clark Corp.’s Motion to Dismiss
A retirement plan lawsuit in federal court in Texas will advance against the manufacturer of paper products.
Latest News
Brainstorming on Social Security
The Social Security trustees say that the OASI fund will become insolvent in 2033.
Everything You Need to Know About Maryland Saves
The state-managed auto-IRA program launched in September 2022 and should cross $1 million in AUM in the coming days.
Accelerated Retirement Plan Closings Put Pressure on Small Employers
A Morningstar report reveals the pandemic caused defined contribution plan closings to spike and new plan creation to slow down.
One in Five Americans Plan to Work Into Retirement, Study Reveals
A survey conducted by Smart found Americans nearing retirement are most concerned about affording health care and the daily cost of living.
DOL Responds to ESG Lawsuit on Same Day Its Venue Change Motion is Denied
"Texas resides everywhere in Texas," a federal judge wrote in confirming he would hear the case filed by 25 states.
TIAA Joins Major Recordkeepers in Portability Services Network
The Retirement Clearinghouse, focused on the portability of retirement savings, continues to expand.
Coca-Cola Bottlers’ Association Agrees to Settle ERISA Case for $3.3 Million
The lawsuit against the CCB multiple employer plan needs court approval to finalize settlement.
Benefits |
Improving Financial Wellness Starts With Understanding Participants
Many plan sponsors are building financial wellness programs with an eye on addressing benefits equity for their workforce.
Benefits |
Measuring the Impact of Financial Wellness Programs
It is challenging for plan sponsors to measure the effectiveness of financial wellness programs, but new approaches are being developed.
Benefits |
What Does Financial Wellness Mean to You?
People from various parts of the retirement industry share their definitions.
Benefits |
Financial Wellness By the Numbers
A review of how many recordkeepers are accommodating wellness offerings on their platforms, what kinds of programs are available and who is providing them.
Benefits |
How Plan Sponsors Can Offer Backdoor Roth Conversions
Is a strategy that allows high-earners to roll over some of their retirement money into a Roth account worth the administrative burden for plan sponsors?
Employers Grossly Overestimate Employee Well-Being, Annual Study Shows
Employees’ long-term job satisfaction has trended downward as the gap between employee and employer perception of well-being yawns wider, MetLife found.
Retirement Industry People Moves
Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner; and more.
Benefits |
Social Security’s OASI Trust Fund Projected to Fall Short By 2033
The reserves for Social Security’s largest trust fund are expected to become depleted one year earlier than previously projected, the Board of Trustees announced Friday.
Benefits |
Where SECURE 2.0 Comes Up Short
The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.
North Carolina Lawmakers Introduce Bill Backing Retirement Offerings
A Republican-introduced bill in North Carolina would make it state policy to “assist private sector working households” in saving for retirement.
Products |
Investment Product and Service Launches
Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public credit; and more.
Comment Period Ends for IRS Proposal on Remote Notarization
Thursday was the final day to submit comments on the December 2022 IRS proposal to allow remote notarization for many retirement plan changes and actions.