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Franklin Templeton adds tax-aware long-short strategies to indexing platform; Mutual of America teams up with 3 firms to launch managed IRA; AAII and BI partner to educate investors;...

General Electric Co. faced the complaint from former participants following a 2020 pension risk transfer conducted with Athene. 

Participants of the retirement plan alleged years of financial mismanagement and self-dealing in NRECA’s 401(k) Pension Plan.

Nine Republican members of the House Committee on Financial Services published a latter to the agency requesting quick guidance.

The firm will expand its indexing capabilities in a $375 million transaction, taking over a critical provider for public U.S. equity funds.

Interest rates, pension plan funding and market conditions remain favorable for pension risk transfers, according to October Three.

The advisory opinion could lead to greater adoption of annuity products.

According to Human Interest, its Audit Relief program is intended to reduce midsize businesses’ plan audit durations and costs.

The new agency head will have to balance an executive order, SECURE 2.0 deadlines and other responsibilities.

The complaint, tied up in court for two years, challenged the proprietary investments in the hedge fund manager’s retirement plan.

While more employees are contributing to and investing assets in health savings accounts, few are using them as retirement savings vehicles.

The district court ruling permits the plaintiff to amend one of the five initial counts against the employer.

Ascensus names Josh Rundle head of wealth solutions and Troutman Pepper adds Heather Heath Ryan as tax and benefits partner.

Defined contribution investments hit $13 trillion, with 401(k) plans reaching $9.3 trillion, ICI data show.

The legislation clarifies language to help workers determine when to claim benefits.

Experts discussed the guidance and tools plan sponsors can offer participants to help them draw down their retirement assets sustainably.

The former president of Encore Fiduciary will head the Employee Benefits Security Administration, having pledged to streamline retirement plan oversight and end the ‘war on ESOPs.’

Sword Health joins Alight’s Partner Network; Lincoln Financial debuts new index-linked annuity; Man Group launches first standalone ETFs; and more. 

Jestice will succeed the retiring Eric Stevenson, effective October 1.

Plan sponsors, payroll providers and plan administrators should already be ensuring they have processes in place to comply with the requirements, according to legal experts.