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Revenue Procedure 2019-39 also provides a limited extension of the initial remedial amendment period for certain form defects.

The company says the solution completely automates the entire HSA process from start to finish, so there is no time-consuming paperwork to fill out or educational materials to...

Workers between the ages of 18 and 34 who are employee-owners have 92% higher median household wealth relative to workers who are not employee-owners.

NAGDCA elects 2020 governing officers and Wagner Law Group adds ERISA attorney.

EBRI says “This research also suggests that retirees are adept at adjusting their consumption as needed in order to fit their circumstances, such as reducing spending in times...

OneAmerica expands its group annuity platform with ESG offerings, and Vanguard adds an international core stock fund, overseen by Wellington Management. 

The five leading TDF families by assets dwarf their competition, and the biggest provider keeps getting bigger.

While liability growth has declined in the past two decades, asset growth has been even slower.

While 75% of employers consider their companies to be “aging friendly,” only 54% of workers think their companies have adopted such policies.

Starting today, association retirement plans can be offered by groups of employers in a city, county, state, or a multi-state metropolitan area, or in a particular industry nationwide.

The agency will consider payments prior to plan terminations when calculating benefits, and it proposed to change its assumptions for determining lump-sum payments, which means a change for...

The decision agrees with the defense argument that the plaintiffs have failed to plausibly allege a violation of ERISA’s anti-forfeiture provision, because the provision applies only to “normal...

T. Rowe Price builds up target-date team, and Wells Fargo board of directors names CEO and president.

Starting in January 2020, employers will be able to use individual coverage HRAs to provide their workers with tax-preferred funds to pay for the cost of health insurance...

While the decision voices some concern about the Invesco plan's operations, the summary judgement ruling concludes plaintiffs have not sufficiently alleged that fiduciary breaches likely occurred.

Global X launches cannabis ETF; Wilmington Trust announces asset management brand; Columbia Threadneedle launches strategic-beta ETFs; and more.