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The Department of Labor found the investment adviser made 63 fraudulent requests to Transamerica for lump sum benefit checks for participants not entitled to plan benefits, in total...

Analyzing a group of plans, pairing certain plans with others that had match formulas that mimic or simulate the stretched match strategy, Vanguard found the former had participation...

A report from Aegon discusses retirement planning habits of workers in physically demanding jobs and how plan sponsors can help them be retirement ready.

The firm has partnered with EVERFI so employers can address employees’ student loan and financial wellness needs.

Experts discuss how plan sponsors can get participants out of retirement savings "ruts" and get them to engage more with their retirement plans.

Employee student loan repayments will qualify for 401(k) employer match contributions.

Seventy-six percent of those who are financially independent think retiring earlier will help them live longer, yet top concerns about retiring early are outliving their money and health...

The majority of retirement plan participants surveyed said they have knowledge about their retirement plan and fees, but while the majority also said they know they need to...

The court found the Sequoia Fund’s investment in Valeant Pharmaceuticals was consistent with the retirement plan documents, and plaintiffs concentrated unnecessarily on whether the fund purported to be...

In addition, in a new 2019 State Retirement Security Blueprint, the Insured Retirement Institute (IRI) says the creation of state-run retirement plans is the wrong approach to addressing...

Horace Mann’s traditional agencies will continue to focus on the public education sector, while newly acquired subsidiary BCG will offer qualified and non-qualified solutions for nonprofit/tax-exempt organizations.

Those married or partnered are more likely to place a high priority on saving for retirement than single individuals (64% vs. 52%) whose financial priorities are more likely...

Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective investment trusts (CITs) have been increasing, while target-date...

The retirement plan provider is offering this program in partnership with Social(k) and LeafHouse Financial.

BPAS partners with bank to create 401(k) platform; intellicents opens office in Colorado; and Seelaus names managing director of firm’s subsidiary.

The Society of Actuaries says financial wellness programs need to be designed so individuals of different fragility levels can connect to what is useful and important to their...

H.R. 1439, known as the Increasing Access to a Secure Retirement Act, would establish a stronger Employee Retirement Income Security Act (ERISA) safe harbor for defined contribution (DC)...

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

The lawsuit claims owners of Freedom Communications made ill-advised, highly speculative investments which caused the pension plan to lose tens of millions of dollars.