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Findings of a Commonwealth study provide support for retirement plan sponsors to time employee deferral increases with raises and for employers to offer sidecar savings accounts for emergency...

In a new ERISA lawsuit seeking class action status, the plaintiffs claim their pension assets were disloyally and imprudently transferred during a complex series of corporate spinoffs and...

While asset returns gave defined benefit (DB) plan sponsors a funded status bump in June, lower interest rates led to an overall decline for the second quarter of...

Drawing on his experience leading a sizable integration of two recordkeepers, the CEO of John Hancock Retirement Plan Services offers some insight about Principal’s acquisition of Wells Fargo...

Researchers found a decline in assumed rates of return due to lower assumed inflation combined with a change in asset allocations, resulting in a higher expected real return,...

HealthEquity to acquire WageWorks; AIG Life & Retirement adds CEOs; CBIZ acquires investment adviser firm; and more.

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors launches ESG money market fund. 

In support of its motion to dismiss a consolidated lawsuit, Fidelity argues that it is entitled to negotiate and collect fees from providers on its FundsNetwork, and that...

In the meantime, many are satisfied that qualified small employer health reimbursement arrangements (QSEHRAs) meet employees’ needs.

Proposed regulations would provide an exception, if certain requirements are met, to a multiple employer plan (MEP) being disqualified due to the actions of one plan sponsor member.

Couples retiring in the future could face costs of up to $551,000.

California’s has joined other states in actually launching an automatic IRA program, and one state’s program is already showing initial success.

"How does it make sense to say that if you are a dollar over-funded, there is no risk of harm to the participants, but if you are a...

Principal’s acquisition of Wells Fargo’s Institutional Retirement & Trust business is complete, and Principal’s Renee Schaaf discussed what that means going forward for the businesses and their clients.

In a new Snapshot publication, the IRS offers a detailed review of the shifting regulatory provisions applying to pre-retirement hardship distributions from DC plans, noting how these are...

An Exposure Draft proposes that if a Section 457 plan meets the definition of a pension plan in Government Accounting Standards Board (GASB) guidance, the appropriate GASB pension...

However, the Generation X families associated with disadvantaged groups were the driving force for the lower overall financial indicator results, an Employee Benefits Research Institute (EBRI) issue brief...

TPA firm to join Ascensus; EGPS acquires Feldman Benefit Services; Mutual of Omaha announces appointment to 401(k) team; and more.