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Employers can provide retirees with Health Reimbursement Arrangements to purchase affordable and customized individual health care coverage.

The complaint alleged the company charged excessive fees and mismanaged an investment fund. 

Despite the purported interest, few expect they soon will have access to the alternative investments.  

The winning proposal centered on selling vacant lots in Chicago to generate revenue and drive long-term fiscal sustainability for public pensions.

TRA appoints David Kay as regional plan consultant; Diana Winalski Joins EY Americas as deputy CIO; Margaret Ryan named director of SEC’s Enforcement Division; and more.

The company and its fiduciary boards could still face trial over the remaining claims regarding handling of its $1.2 billion employee retirement savings plan.

Vanguard, Wellington file for three active ETFs; Manulife John Hancock Investment adds global senior loan ETF; Janus Henderson launches a global AI ETF; and more.

PEPs continue to grow as options for plan sponsors to the complexity and scale of managing a standalone 401(k) plan.

Nearly two-thirds of retirees surveyed are concerned that their Social Security payments will not keep pace with higher costs spurred by tariffs.

The appeal has been filed with the U.S. 3rd Circuit Court of Appeals after the lower court marked the case closed.

The group is seeking an extension to the deadline for implementing an infamously complicated provision of the SECURE 2.0 Act.

The higher court vacated the dismissal of a prohibited transaction claim, citing the recent Supreme Court decision in Cunningham v. Cornell University. 

Following February executive orders, research centers at the University of Michigan and Baruch College have scaled back operations. 

The aggregate market value funded percentage for U.S. defined benefit multiemployer plans is estimated at 100% as of June 30, according to Milliman.

In the complaint, plaintiffs represented by Schlichter Bogard, allege that the recordkeeper and investment company ‘mislead retirement plan participants’ to serve its own benefit. 

Health care cost increases are expected to outpace employers’ forecasts for the second year in a row, according to the Business Group on Health.

Legal & General Retirement America projected $11 billion in pension risk transfer deals through the first six months of 2025, down from $26 billion in H1 2024.

New guidance is unlikely to lead to a swift increase in adoption, but a safe harbor looks like the only option that could move the needle. 

The firm will manage recordkeeping responsibilities for Associated General Contractors’ pooled employer plan.

Courts continue to offer mixed opinions in excessive fee and forfeiture cases, even as volume of case law builds.