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The suit had alleged fiduciary breaches regarding the selection and monitoring of underlying investment options for collective investment trust TDFs offered in retirement plans.

The ruling states that actively managed mutual funds and share classes that include revenue sharing can have their place in prudently run retirement plans.

Whether Principal acts as a fiduciary when setting the crediting rate for its GIC goes back to a federal district court to decide.

Companies anticipate volatility in this expense, yet they can mitigate increases without sacrificing benefits or putting the onus on participants.

An EBRI and ICI report finds contributions were the top factor increasing balances, more so than benefits paid or investment returns.

In a case against Northwestern University, the petitioners ask whether allegations that a plan paid or charged its participants fees that exceeded fees for alternative available investment products...

It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.

The denial lets stand an appellate court decision that two entities of Sun Capital Partners, which bought a firm that withdrew from a multiemployer plan, are not liable...

Industry professionals highlight the importance of implementing environmental, social and governance strategies, and explain how the investments connect to a plan sponsor’s fiduciary duty.

For 2021, the default rate of withholding for certain periodic retirement and annuity payments will remain the same as it was prior to the Tax Cuts and Jobs...

However, a federal judge did not dismiss claims against the recordkeeper for the Abbott Laboratories Stock Retirement Plan.

Yet another piece of ERISA litigation has been filed by the law firm Capozzi Adler, this one following the same template as the numerous other complaints filed by...

Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and Motive acquire Wilshire Associates.

A look at the in-plan, out-of-plan, insured and investment options available.

The complaint, which includes stretches of text directly copied from previous lawsuits, says the plan sponsor’s actions were contrary to those of a reasonable fiduciary.

Capitalize says its platform supports employers by helping them lower fees paid to administer their 401(k) plans and by freeing up HR time otherwise spent communicating with former...

The firm already offered a number of financial wellness solutions across its lines of business.

A discredited expert witness and plaintiffs who had no problem with their service provider until they were solicited to join a ‘manufactured’ lawsuit were factors in a federal...

Franklin Templeton announces new all-inclusive fee structure and SMArtX Adds Investment Strategies from Fidelity, Northern Trust and Vanguard.