Latest News

The mixed ruling grapples with binding circuit court guidance and reaches quite different conclusions regarding various allegations of prohibited transactions and fiduciary breaches.

Barrow Hanley Expands New Bank Loan Team; Aviva Appoints Institutional Sales Head; ABG Expands into Mid-Atlantic Region; and more.

Prudential Financial experts anticipate Social Security’s funding shortfall will likely result in program changes over time, such as reducing cost-of-living adjustments, raising the full retirement age beyond 67...

Data from Morningstar demonstrates variable annuity net assets fell 1.6% to $1.95 trillion during the first quarter of 2018, versus fourth quarter 2017 net assets of $1.99 trillion;...

“The pattern of improvement paused last month owing to a dip in discount rates, but aggregate funded status remains near a four-year high as the long bull market...

The Platinum 401(k) assumes the role of the ERISA 3(16) Plan Administrator, and Fidelis Fiduciary Management serves as the ERISA 3(38) Investment Manager.

Franklin Templeton expands ETF lineup with three additional funds; ABG and Russell partner on managed account program; and more.

While many prioritize social investments and community welfare when choosing investments, most opt for performance first and a profitable company whose values they disagree with vs. a struggling...

A research report says "financial education delivered to employees around the age of 40 will optimally enhance savings at retirement close to 10%. By contrast, programs that provide...

Among those who have made an estimate, the median amount is $650,000, Bankrate.com learned in a survey.

The agency also adopted a new rule allowing fund companies to share information via the Internet.

According to the Social Security Board of Trustees, the total annual cost of the federal benefits program is projected to exceed total annual income in 2018 for the...

The new claim is related to the defendants’ alleged failure to protect plan assets by allowing third parties to market services to participants.

Speakers on an EBRI webinar discussed trends in self-insured health plans, as well as why employers are choosing to self-insure and ways to manage employee health and health...

The metrics provide data that plan sponsors can use to demonstrate that certain features are effective and help them make further plan enhancements to encourage retirement preparedness, says...

Bing Waldert, a managing director with Cerulli Associates, says, "converting the 401(k) plan to an income platform is a step in taking DB [defined benefit] market experience and...

However, EBRI found plan participants who have owned a health savings account (HSA) for 10 or more years are very likely to report (71%) that having an HSA...

A report to the Department of Labor recommends strategies to enhance portability, reduce plan leakage and protect transfers from employer defined contribution accounts to individual retirement accounts.

When constructing their own retirement portfolio, about 10% of participants still hold extreme allocations—either 0% or 100% equities.

Plaintiffs allege the firm added poorly performing proprietary mutual funds to their plan.