The central objective of the Statement 84, Fiduciary Activities, is to enhance the consistency and comparability of fiduciary activity reporting by state and local governments.
The use of index funds by plans in the BrightScope Defined Contribution Plan Database increased from 79% of plans and 16.7% of assets in 2006 to 91.3% of...
Custodia appoints Brad Campbell to Strategic Advisory Council; CapAcuity new hire to consult on executive benefits; Deschutes appoints president of retirement plan services; and more.
Providing traditional health and wellness offerings alongside financial wellness programs results in a healthier, more productive workforce, Prudential Financial finds.
In a study by the TIAA Institute asking subjects to make decisions resembling portfolio allocations, researchers found those with more financial education made more rational decisions.
Not rolling defined contribution (DC) plan assets into an IRA or another DC plan has a very material impact on retirement deficits, an Employee Benefit Research Institute (EBRI)...
Experts expect the two news types of health reimbursement accounts created by a trio of federal agencies will be particularly attractive to small business owners and their employees....
Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management businesses; and more.
Research reports find a large proportion of employees don’t understand their retirement benefits—with some not even realizing they are participating—and better communication is needed to help participants take...
A federal court found plan fiduciaries acted with loyalty and prudence, and that plaintiffs failed to show the failure to have an investment policy in place, standing alone,...
As individuals are living well past the traditional retirement age, Aegon releases a study highlighting the importance of an employee’s health and how health is discussed in the...
ERISA allows plan participants to sue to remedy demonstrable harms they have suffered as a result of fiduciary breaches. Less clear is how to apply ERISA’s remedies when...
Rachel Leiser Levy, from Groom Law Group, explains changes from the proposed HRA regulation in the final regulation, and says it remains to be seen how this will...
While some employers have had tuition reimbursement programs in place for more than 20 years, a survey from the International Foundation of Employee Benefit Plans found several factors...
Although many older Americans are concerned about health care costs in retirement and outliving their savings, women are even more so, due in part to earning less than...