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Modern support for participants should be ‘about much more than just managing the investment portfolio.’

A fiduciary can use climate funds, as long as they ‘equally serve’ the financial interests of participants.

North American Company introduces Goldman Sachs index; Jackson enhances Perspective variable annuity benefit suite; Altruist launches multiple account bundling. 

Following the cyberattack, which impacted at least 60 million individuals, several major financial services firms are getting hit with litigation.  

The plaintiff responds to an American Airlines motion to dismiss by alleging he was, in fact, defaulted into ESG-related funds that underperformed. 

One plan had been insolvent since 2009, and the grant will include back payments.

Experts from Groom Law Group and NAGDCA noted in a webinar clarifying points from the IRS’s notice that may allow some participants to skip the Roth election.  

A federal court has dismissed a case alleging that the DOL overstepped its bounds when warning recordkeepers and fiduciaries against offering cryptocurrency in retirement plans.

Access gap, low employer matches and a lack of tax benefits discourage workers from participating in retirement plans, Boston College research shows.

In a survey of over 1,300 plan sponsors, 22% are seeking more extensive service offerings as well as improved participant communication and education.

The pension risk transfer deal only affects retirees and is not tied to a plan termination. 

Payments are set to resume in October, and it’s time for plan sponsors to double down on their communications about student loan benefits and forgiveness options, experts say. 

Users must obtain new sign-on credentials by December 31, according to the Department of Labor.

A vast majority of employers feel remaining competitive in the race for talent is ‘more expensive than ever,’ and businesses are turning to creative offers to keep executives...

A study examined what would happen if the minimum earning threshold for UK auto-enrollment was removed, identifying positive and negative effects.  

The IRS announced last week that plan sponsors have an additional two years to implement the mandatory Roth catch-up provision outlined in SECURE 2.0.

Notice 2023-62 also announces a two-year administrative transition period for higher-income participants to designate catch-up contributions as Roth. 

A 2019 IRS policy change has resulted in 75% of large employers that offer HSA-eligible plans expanding their pre-deductible coverage for medications and services that help manage chronic...

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private Bank as head of retirement plan solutions.