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Increased funded status for DB plans and rising interest rates make now a good time for plan sponsors to consider implementing pension risk transfer transactions.

LaSalle selects new DC portfolio manager; ICMA-RC hires chief legal and external affairs officer; Fifth Third Bank HSAs move to HealthEquity; and more.

The city council also voted to establish a retirement savings board to facilitate the implementation the retirement security program.

In their short-lived complaint, the plaintiffs suggested WakeMed fiduciaries have not acted prudently in the operation of the 403(b) retirement plan in question.

Users can take actions that move them along a path towards their financial goals.

In a decision in favor of a plan sponsor and provider, a court took a moment to contemplate whether an online request met the ‘written request’ requirement to...

The personalization includes the integration of other elements of a participant’s financial picture.

Data uncovers motivations for considering environmental, social and governance factors in investments, as well as which factors investors are more concerned about.

Ascensus CEO David Musto says the deal is about continuing to invest in new capabilities, technology and solutions.

A federal judge found Aon Hewitt acted prudently, after hearing testimony about the firm’s investment actions and contractual obligations.

As desire for sustainable investments increases, retirement plan sponsors are still cautious about offering ESG funds while regulatory guidance is stalled.

A diagnostic tool helps employers understand employee financial stressors and work with UBS to customize financial wellness programs.

They say loans and withdrawals put them in a better place financially, but they are concerned about their long-term financial picture.

John James, with Vanguard, says the retirement plan industry is ripe for disruption in delivery and personalization.

There are different needs competing for employees’ savings, but employers that want to promote savings in HSAs have several ways to do so.

SVP joins Mesirow Private Equity; head of Vanguard Fixed Income Group to retire; and 37 Capital COO to become head of Putnam Institutional. 

Speakers during a Broadridge webinar discussed steps to evaluate the instruments, as well as what elements plan sponsors should consider.

Between state-run plans, PEPs and moves to enhance SIMPLE plans, different entities are tackling the same problem in different ways.

A lack of access to the same investment types allowed in other DC plans means 403(b) plan participants are missing out on increased retirement savings, industry sources say.

Plan sponsors can respond by simplifying fund menus and providing access to professional help; many are already using managed accounts.