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The Office of Management and Budget (OMB) has approved that all reportable events filings include controlled group information, company financial statements, and the defined benefit (DB) plan’s actuarial...

Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; PIMCO Promotes Former Managing Director to Retirement Head; and more.

Frustration continues for working individuals 65 and older who are required to stop HSA contributions once enrolled in Medicare, but legislation is pending to fix that.

This may expose participating governments to higher funding risks, FitchRatings says.

Plan sponsors may submit a determination of coverage request for four common types of DB plans.

A Kentucky appeals court reversed a lower court’s ruling that the beneficiaries of the Kentucky Retirement System (KRS) had standing to sue over risky hedge fund investments; but...

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.