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TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.

Morningstar observes more flows into target-date funds (TDFs) using collective investment trusts (CITs) and those investing in index mutual funds.

In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances soared 466%.

The case is similar to other cases that have been filed on the federal level challenging a pension’s “church plan” status, but this complaint alleges that the actions...

With most companies that track defined benefit (DB) plan funded status showing an improvement in April and for the year, some suggest plan sponsors consider whether it’s time...

Seventy percent of employees surveyed by the Nationwide Retirement Institute think they are eligible for full Social Security benefits before they actually are.

WEX Health President Jeff Young says he hopes “to see employers, providers, brokers and advisers dedicate October 15 to encouraging consumers or employees to ask as many questions...

Nearly three-quarters of workers say income stability is more important than maintaining wealth in retirement, but approximately one-third each chose managing their own assets or managing half of...

Though the contention in the lawsuit was over Eaton Vance’s use of mostly proprietary funds in its 401(k) plan, the settlement agreement only calls for a $3.45 million...

An Alegeus mobile-first Smart HSA app is on course to deliver an intuitive, personalized, and self-guided account experience for health savings account (HSA) participants.

While retirement confidence ticked up for workers in the 2019 Retirement Confidence Survey, many are still concerned about debt and health care expenses and are not financially prepared.

Current Unified Trust plan participants can see their rollover options, as well as a breakdown of benefits, fees, and service models.

A multi-year study found employees who regularly engaged with their employer’s financial wellness program more than doubled their feeling of retirement preparedness.

However, in a dissenting opinion, Senior Judge Jane Richards Roth says cases such as this one should be carefully scrutinized in order not to permit implausible allegations to...

FINRA accuses AXA of providing documents to plan sponsors and participants that misrepresented the credit quality of certain bond funds offered in group annuity contracts to 401(k) plans.

Asked what they plan to look for in asset management searches in the next 12 months, the majority of mid-sized defined benefit (DB) plan CIOs said better risk-adjusted...

A final rule from the Pension Benefit Guaranty Corporation (PBGC) allows smaller plans terminated by mass withdrawal to perform actuarial valuations less frequently, removes certain notice requirements for...

Family trust trustee with Senate connections named 16th director of pensions lifeboat.

After a federal district court overturned final regulations on association health plans (AHPs) from the Department of Labor (DOL), the agency says “employers participating in insured AHPs can...