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Alight claims Paula Disberry’s retirement lawsuit “arose out of the unfortunate theft,” of $750,000 in 401(k) assets, not fraud or breach of fiduciary duty by the defendant.

Some pension funding models reached their highest points in decades.

As interest rates remain high, asset manager J.P. Morgan has adopted a cautious strategy to equity allocations in its target-date funds. 

Plaintiff Paula Disberry has requested the court order restoration of her $750,000 in lost assets.

Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANSPONSOR event.

Sustainability-related disclosure regulations coming to Europe will be relevant for investors, panelists say.

Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales officer; CAPTRUST adds Leddy as chief compliance officer; and more.

The assistant Secretary of Labor for the Employee Benefits Security Administration spoke to PLANSPONSOR about ‘Schoolhouse Rock,’ disparities in retirement benefits access and SECURE 2.0.

The U.S. has an opportunity to create more than $775 billion in additional economic activity per year by investing in policies that support working caregivers, new Department of...

The 4044/4050 tables are used to calculate withdrawal liability and missing participant program transfer amounts.

Mercer experts identified a variety of trends impacting defined contribution plans, including new types of lawsuits, high interest rates and growing consumer debt. 

Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness solution.

Plan participants working at Amazon subsidiary Whole Foods Market sued in Texas federal court.

Industry associations write to the DOL arguing that the new proposal is too long and complicated for just a 60-day comment period.

In an uncertain regulatory environment, panelists discussed considerations for plan sponsors when evaluating whether to put ESG funds into an investment lineup.  

The launch comes about a year after the program was announced in 2022, with the goal of capturing lost or terminated accounts and preventing 401(k) plan leakage. 

The offering aims to help with setting up and managing a retirement plan.

As student loan debt is a key driver in many employees’ financial stress, Freedom 2 Save—first implemented in 2018—could be a model for how to implement student loan...

The survey also found limited awareness of SECURE 2.0.

The new definitions aim to provide language for investors that allows them to communicate their responsible investment practices accurately and consistently, according to the CFA.