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A mixed-bag district court ruling in Colorado closely examines the investment policy statements and contracts which governed the relationship between an advisory firm and a retirement plan committee...

An analysis from the Society of Actuaries suggests the majority of defined benefit (DB) plan sponsors are making sufficient contributions to help reduce unfunded liabilities.

Empower Retirement announces newly created roles; Gramercy Funds hires El-Erian as part-time senior adviser; intellicents hires fiduciary retirement investment adviser; and more.

The case made it to the Supreme Court, which ruled plans maintained by principal-purpose organizations can qualify as “church plans;” however, it did not rule that the hospital...

Only 33% of women and 49% of men said they are “extremely” or “very likely” to have enough money to cover their needs throughout retirement.

However, the 9th U.S. Circuit Court of Appeals did remand back to a district court the calculation of interest on the $7,367,382.13 in damages awarded.

Among the nearly one-third that are, they are more likely than others to have measured their employees’ financial wellness.

The Department of the Treasury and the IRS use the Priority Guidance Plan to identify the next tax issues that should be addressed through regulations, notices and other published...

Eaton Vance changes investment objectives and policies of funds; Transamerica launches fifth managed risk ETF; HB&T and Nottingham Advisors launch ESG CIFs; and more. 

Pension plan sponsors have taken various actions to reduce their PBGC premiums in the last year, resulting in a decline in premiums paid in 2018 of $1.2 billion.

The new digital platform includes a personalized experience and improved investment services, among other things.

Employers’ growing interest in improving their workers’ financial wellness is driving the change, Prudential experts say.

An IRS Revenue Procedure expands self-correction methods for certain retirement plan document and retirement plan loan failures and provides a new method of correction by plan amendment.

The San Bernardino County Employees’ Retirement Association uses knowledge management and InvestTech to make better-informed portfolio rebalancing decisions.

Research from Morningstar finds most investors, across ages and genders, have clear preferences for environmental, social and governance (ESG) investment products, but another study suggests education is needed...

The firm has transferred $750 million in pension obligations to American General Life Insurance Company, part of AIG’s life and retirement business.

The ERISA Advisory Council explains that it is making this recommendation because it found evidence of noncompliance, especially in the small plan market, with the Employee Retirement Income...

The complaint suggests defendants “larded the plan with excessively expensive sub-advised accounts” that paid excessive fees to the recordkeeper John Hancock.

Aside from monetary relief, the settlement calls for Vanderbilt to issue a request for proposals (RFP) for a new recordkeeper and stipulates factors to consider when evaluating funds...