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New integrations make filling out Form 1099s and rollovers to individual retirement accounts (IRAs) automatic.

The company announced one annuity buy-out transaction and one annuity buy-in transaction.

Research from the Center for Retirement Research (CRR) at Boston College also suggests public defined benefit (DB) plan return assumptions are on the optimistic end compared with those...

Defined contribution (DC) plan sponsors’ No. 1 goal for their participants has moved from increasing savings rates to addressing workers’ broad financial wellbeing and helping them achieve retirement...

More than 60% of employers want to keep retirees in their plan, and 33% prefer that terminated employees keep their balances in the plan, Alight Solutions found.

An update from law firm Masuda, Funai, Eifert & Mitchell, Ltd. says that based on reviews of Form 5500s, the DOL’s Employee Benefit Security Administration (EBSA) is sending...

The Pension Benefit Guaranty Corporation has added fiduciary breach cases to the categories of disputes covered by the mediation program.

The advisory firm has introduced intellicents university, with courses for employers, employees and retirees.

“Through Empower Retirement and Great-West Investments, we will have the opportunity to further our leadership position in the defined contribution retirement market and bolster our position in markets...

Former PBGC counsel joins The Wagner Law Group; Buck names chief actuary; Pentegra announces DC client services VP; and more.

Voya health savings account (HSA) account holders with $2,000 or more in their HSA may choose to actively manage their account and select their investment options within their...

Sixty-seven percent of defined benefit (DB) plan sponsors polled say they will conduct an annuity buyout to de-risk, and the majority of them have already taken actions to...

In addition, a federal district court has ordered the trustee of the plans not to serve in a fiduciary capacity to any Employee Retirement Income Security Act (ERISA)...

According to the complaint, TIAA has been able to extract “grossly excessive fees” because its fees are tethered not to any actual services it provides to the plan,...

Securian Asset Management introduces name changes to mutual funds; First Trust adds fixed-income ETF; and Citi creates bond funding environmental and climate finance. 

An informal position taken by the IRS is indicated by it excluding mention of non-qualified church-controlled organizations (non-QCCOs) from the ability to rely on pre-approved plans.

Among those that do offer financial literacy programs, 51% say workers increase their contributions to supplemental savings plans, 43% say workers become more engaged with compensation issues, and...