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Respondents to a Principal survey also shared what they believe has contributed to plan and participant success.

Echoing similar complaints filed against other large employers, the plaintiffs claim Citgo is failing to pay the full promised value of alternative annuity benefits defined by the company’s...

It addresses to what purposes newly allowed segment rates apply, how plan sponsors can make elections for which segment rates to use and the effect of the law...

At the median, Generation Z workers started saving for retirement at age 19—significantly earlier than Millennials, who started saving on average at 25.

It includes all the features available through the new participant website, plus push notifications, such as alerting participants when a new contribution is posted to their account.

The FORT tool helps plan sponsors understand what fiduciary responsibilities they retain when they delegate some duties to an adviser or service provider.

OneDigital Complete Retirement Solution is meant to bring institutional-quality services to plan participants working at small businesses.

Workers should be encouraged to improve their fiscal health by creating a financial plan and gaining a full understanding of their situation—especially if their outlook is challenging.

The pension risk transfer trend is expected to continue, though most transactions are implemented by large companies, and transferring pension obligations isn’t right for every plan sponsor.

The participants’ claims regarding Omnicom’s continued use of an active TDF suite were found plausible, and a judge left until later the issue of whether passively managed funds...

Guaranteed sources of income, low debt, a clear spend-down strategy and advisory services are four drivers of financial security in retirement, according to EBRI’s Retirement Security Research Center.

Collective investment trusts are the most used investment vehicle in the largest plans and are a close second among large 401(k) plans overall, suggesting they are worth consideration.

Janus Henderson Investors reviewed study findings, recent legislation and litigation during a webinar.

Providing both a view of retirement readiness progress or a shortfall encourages participants to engage with their savings, but shortfall messages seem to do so more, a study...

IPS acquires CPA firm’s pension services group; Morgan Stanley at Work and Vestwell announce partnership; FPS Group rebrands as IPX Retirement; and more.

Affirming a lower court ruling in its entirety, the 10th Circuit found that plaintiffs neither present evidence establishing the outer bounds of arm’s-length bargaining, nor show why defendants’...

In addition to how to improve retirement savings opportunities for employees, the discussion addressed broader financial security and efforts to make the offering of plans less burdensome for...

The firm’s CEO-to-be says the focus will remain on broadening ESG investing capabilities, transforming the retirement plan services business through the recently announced partnership with FIS, and continuing...