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Plan fiduciaries are also accused of "failing to offer and retain a diverse pool of investment funds in accordance with the industry standard."

Attorneys from Morgan Lewis suggest plan sponsors proactively reach out to prior providers to find out if there are any undelivered assets.

A mix of virtual and in-person education and planning, along with digital tools, is helping meet the needs of K-12 retirement plan sponsors and participants in a hybrid...

The defense’s dismissal motion has been met with skepticism by the presiding district court.

RRAs are a way for employers to provide employees with tax-free money to help them pay for Medicare premiums and other qualified medical expenses incurred during retirement.

Jennison Associates announces senior hires; U.S. institutional services head joins Franklin Templeton; Amundi US appoints fixed income head; and more.

The most common concern is that permissible investments for the funds will not earn the rate used for calculation of assistance payments.

Employees are underestimating the amount of student loan debt they will have to carry and worry about its effect on achieving future financial goals.

Hartford Funds builds ESG-focused ETF; MSCI acquires RCA; and Wilshire releases systematic cross premia index.

Keeping participant data accurate could help plan sponsors avoid dealing with missing participants or a cybersecurity attack.

The incident involves a military reservist who was not given service credits for his pension for a period in which he was actively deployed.

In an amicus brief in support of Universal Health Services, the foundation argues that a district court missed the mark in its application of the Supreme Court’s Thole...

The new solution provides a complete valuation, testing and proposal system.

No Form 5500 is required for the plan year in which the new plan is effective, but additional filing instructions apply.

As discount rates used to measure pension liabilities fell, many plans’ funded status slipped, although the degree of loss depended on a plan’s liability profile and investment mix.

The title of the regulation also suggests it will address the related but distinct issue of proxy voting advice and shareholder activism among retirement plan fiduciaries.

The regulatory outlook for retirement plan sponsors looking to implement environmental, social and governance themed investments has been complicated, but experts hope that may soon change.

U.S. equity is a core holding for all plan types, and alternative investments gave plans a boost as well.

Retirement plan consultant joins SageView and Broadridge hires CIT funds director.