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"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. 

The mortality table in question, published in 1971, assumes 90% of Huntington Ingalls Industries’ employees are male and that 90% of contingent beneficiary annuitants are female, while utilizing...

Education on its own is simply not enough.

Beginning in the third quarter, pension annuity customers whose accounts came to OneAmerica through a pension risk transfer (PRT) will be able to see to their account, make...

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.

Two more age bias cases were filed recently by the Equal Employment Opportunity Commission, and an agency report says age discrimination can thwart employees’ plans to work longer...

The company will pay $1.2 million, of which, $395,000 goes to class counsel.

The case concerns the issue of how much courts should defer to agency (such as IRS or Department of Labor) interpretations of regulations.

Industry groups argue that the move would strip critical investor protections.

The proposed rulemaking would make technical corrections, clarifications, and improvements to its regulations on Reportable Events and Certain Other Notification Requirements, Annual Financial and Actuarial Information Reporting, Termination...

For retirement plan sponsors, the CEFEX Independent Assessment Report offers a method to document the selection and monitoring of their service providers, thereby helping them fulfill their fiduciary...

Women have lower retirement savings and are saving less, and more women than men report planning to retire later because they'll need to, T. Rowe Price found.

Defined contribution plan participants are unlikely to feel confidence about retiring when they receive no retirement income projections and no help defining discretionary versus required expenses.

In testimony to the ERISA Advisory Council, James Haubrock, with the American Institute of Certified Public Accountants (AICPA), explained how using findings from retirement plan financial audits can...