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The court deemed plausible employees’ allegations that the firm improperly used forfeited retirement funds to cut its own costs.

The alleged lack of shared information with a consultant created a ‘palpable tension,’ the court ruled.

Investors demonstrated an overwhelming preference for non-U.S. funds at the start of 2026.

According to WTW’s Thinking Ahead Institute, global pension assets grew 9.6% in 2025 to reach $68.3 trillion. 

The company faced claims of having excessive fees and of mishandling forfeitures.

U.S. Census Bureau data reviewed by the National Institute on Retirement Security found a serious gap in retirement preparedness.  

LACERA gains a CEO; Defined Contribution Real Estate Council appoints a co-president; and Prosperity Life Group names a president of retail life and annuity.

The bill would extend the deadline for filing to October 15 from July 31 and enhance the process for electronic filing of related information.

Participants picking target-date fund investments were 13 percentage points more confident about achieving savings goals than those who did not, Voya data shows.

The recent federal appropriations act, which ended a brief partial government shutdown, included pharmacy benefit manager reforms.

Berwyn Group CEO John Bikus shares the risks that can arise from incomplete records and suggests best practices to avoid common pitfalls.

ISS Market Intelligence acquires family office data platform; Alphathena and Evergreen Wealth will deliver tax-aware direct indexing; and more.

The firm expects its artificial intelligence-based tools will help plan sponsors and individuals pay down loans more than 252,000 years faster.

Settlements reached in 2025 produced median retirement-plan recoveries of just $68 per worker, intensifying the debate over who really benefits from ERISA litigation.

The appellate court reversed a district court ruling, holding that a faxed beneficiary change request failed to satisfy the plan’s formal requirements for changing beneficiaries.

Diversification and active management may matter more than ever.

Accounts and assets increased throughout the year. 

A majority of the reported recoveries came from enforcement actions, according to the agency.

Panelists discussed how benchmarking drives smarter plan design decisions.

The group countered the Department of Labor’s recent support for employers in litigation about the transactions.