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The Maryland Democrat expressed concern at an industry conference that there might not be enough time in this legislative year to pass SECURE 2.0.

Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal Choice Retirement Account.   

Legal & General completed the pension risk transfer for $145 million.

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Institutional investors are incorporating environmental, social and governance factors into investment decision-making this year at the lowest rate since 2017, Callan data shows.  

A second national freight transporter within a month is faced with an ERISA breach lawsuit from the same attorneys.  

ESG strategists may experience greater uncertainty when Republicans take over the House, but supporters of SECURE 2.0 can still expect the package to pass this December.

If certain conditions are met, the proposal would allow fiduciaries to correct mistakes themselves without incurring a civil penalty.

The two counts brought by plaintiffs were bounced by the Chief Judge for the U.S. District Court for the Eastern District of Pennsylvania, but the motion to dismiss...

A new AARP study finds a wide gap between how people feel about retirement planning and how prepared they say they are for life after work.

Late November means Thanksgiving and colder temperatures, and for retirement plan sponsors—detailed in blog post by Groom Law Group—the time of year to ensure that plan documents and...

The Ohio-based Teamsters Union Pension Plan was approaching insolvency, and its application for Special Financial Assistance was approved Tuesday.

Ritholtz Wealth Management appoints president; Heffernan Financial Services acquires Osland Financial Group; Modera Wealth Management announces new additions and more.

Hartford Funds launches new factor-based equity ETF; BenchMine creates free search engine for 401(k) industry plan data; and Corebridge Financial introduces Dimensional Index designed for Power Series of Index...

The DOL rule is designed to reduce legal uncertainty and obstacles to ESG investment.

Judge recommends dismissal of a class action lawsuit brought by a participant against Nestlé with accusations of unnecesarily high fees and self-dealing.

Despite WTW data showing broad employer salary increases in the U.S. for 2023, three-quarters of the 1,550 U.S employer respondents report persistent problems recruiting and retaining employees.

With final DOL ruling, plan sponsors can consider climate change and other ESG factors when selecting investments.

A new survey of pre-retirees and retirees shows disparities between levels of concern for men and women.  

The financing will allow the union pension to both satisfy monthly payments to beneficiaries and provide make-up payments.