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The growing trend toward personalization in retirement accounts motivated the partnership between the two firms, Todd Lacey, with Stadion, tells PLANSPONSOR.

A study finds the programs are substantial resources for Black and Hispanic families and adding them into wealth considerations lowers the racial wealth gap, which researchers say shows...

A new generation of fintech providers is coming to market as the number of state-run plans is growing, giving small businesses a choice for offering employees a retirement...

A Morningstar study found participants are more likely to invest in funds with high DEI or gender equality scores.

The plaintiffs have already filed an amended complaint after a judge found that their allegations were insufficient to state a claim.

Principal announces executive promotions; Aegon appoints chief technology officer; Mutual of Omaha Retirement Services promotes two; and more.

Experts discussed what to evaluate when benchmarking recordkeepers, the differences between an RFI and an RFP and what to ask about cybersecurity processes.

Not only does a name change increase the appeal of annuities, but framing them as insurance against running out of money in retirement does even more so.

The claims are typical of excessive fee lawsuits, but the plaintiffs’ lawyers attempt to cover their bases by addressing issues that have caused claims in other suits to...

Natixis Investment Managers combines businesses to single division; Morningstar Retirement Manager to support Allianz Life annuity products; and DriveWealth teams up with HSA provider.

The long-running case, in which investment adviser Ruane, Cunniff & Goldfarb is also a defendant, concerns investments of retirement plan assets in Valeant Pharmaceuticals stock.

The agency highlights a common error in applying the requirements and makes self-audit suggestions.

Although it was a longstanding practice for the trustees of the Young Adult Institute to vote on executives’ entry into the plan, an appellate court found that practice...

The interactive tool comes after an annual survey of 401(k) participants found workers want more help saving and planning for retirement.

An appellate court found the district court erred in dismissing claims related to the use of higher-cost share classes and in denying the plaintiffs leave to amend their...

Retirement plan fiduciary breach lawsuits question the use of revenue sharing far more commonly than they criticize its absence.

The product offers protection of assets from claims of fiduciary breach and cyber liability coverage.

The plaintiffs claim recordkeeping expenses more than doubled during the time Xerox Corp. used its affiliated recordkeeper.