Latest News

Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.

The bill, if passed, would amend ERISA and remove the legal basis for challenging the use of ESG factors in retirement plan investing.

Optional provisions could spur benefits arms race among employers.

Hub starts global risk solutions practice; FPA offers courses to address gaps in advisers elderly financial planning knowledge; and more.

The Department of Labor has published the Form 5500 changes for this year.

Fidelity data shows that 74% of workers globally cite cost of living and inflation as sources of stress.

A second court must now determine if ESG can be lawfully considered in retirement fiduciary decisionmaking.

The investing and retirement plan consultant firm is hiring to support growth trajectory, according to the co-founder and CEO.

Aon is betting on further pooled employer plan growth with added headcount.

Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.

The DOL is expected to appeal a district court’s decision, which could result in the rule being re-instated.

The lawsuit filed by Martone Construction claims its retirement plan providers ignored requested investment trades and claimed that trading was limited to only Wednesdays.  

A federal district court judge has widened the exemption to include an N.J. hospital in a lawsuit remanded back to the district court level by the Supreme Court.

Vanguard research on participant’s retirement distribution decisions in defined contribution plans over time revealed the emerging trend.

Multiemployer pension plans from Baltimore, New York, Puerto Rico and Ohio received a total of $26.7 million of additional assistance.

TIAA names Latini to new position as wealth distribution head; DCIIA votes in 2023 committee members; Pentegra appoints two vice presidents; and more.

The Republican senator also argued that the DOL should not be dictating what investments may be offered through the self-directed brokerage window in retirement plans.

The bill, proposed this week, aims to make Social Security solvent for 75 years and to increase benefits, especially for lower-income workers and retirees.

The decline for pension assets was the largest since the financial crisis of 2008, new data shows.  

Vanguard plans merger and liquidation; WeBuy75.com launches an advanced life expectancy calculator; and more.