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When a plan faces an audit from the DOL or IRS, it is important to work closely with providers to produce the right documentation, according to expert panelists.

Shari Hensrud will lead investment strategies at MissionSquare; Partners Group hires chief investment strategist for private wealth and retirement; IRIC appoints Greg Ungerman to its board of directors;...

Experts discussed the latest on ESG investing, cryptocurrency and the status of including alternative assets in defined contribution plans.

Income Lab launched Social Security tool; The Standard expands disability claim guidance, TIFIN integration intends to increase participation engagement; and more.

The potential assistant secretary of labor for the Employee Benefits Security Administration called for reduced regulation to encourage expanded retirement benefits.

Experts discussed opportunities for innovation and improvement, as well as some challenges that threaten participants’ retirement readiness.

Continuing a Trump administration trend of reducing the size and scope of the federal government, EBSA aims to ‘make its limited resources go further.’

When considering funds designated by U.S. employees and employers, retirement contributions reached more than 14% of income.

The Improving Disclosure for Investors Act prioritizes electronic delivery of SEC-required disclosures.

The competitively bid price of transferring retiree assets dropped to an estimated 101.1% of a plan’s accumulated benefit obligation.

Job-hopping American workers often leave thousands of dollars on the table when the balances from their old 401(k) accounts are rolled over into low-yielding offerings.

Data from the Federal Trade Commission quantifies the amount of financial fraud reported in the country, what kind of scams are prevalent and where it is occurring. 

The CEO and president of MissionSquare discussed plans to expand emergency savings for public sector workers, as well as the opportunity that could come through investing in CITs.

The initiative aims to provide clearer, more accessible guidance on federal labor laws across five agencies, including the Employee Benefits Security Administration.

Uncertainty and confusion about products, plan design and longevity all present obstacles to turning retirement savings into regular income.

‘Guaranteed income’ offerings are popular with retirees because they reduce the need for a do-it-yourself approach to retirement finance.

With more recordkeepers embedding artificial intelligence capabilities into their platforms, many hope it will help participants select retirement income solutions.

Simpson Thacher adds a partner to its executive compensation team; Russell Investments announces new investment division appointments; and IRI announces executive committee changes.

The investment bank was accused of mismanaging forfeited funds in its 401(k) plan by using them toward reducing employer contributions.

PensionBee launches SEP IRAs designed for gig workers; Vanguard adds four equity index funds to its Investor Choice program; Jackson adds Nasdaq 100 Index option; and more.