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The agency is also proposing more disclosure to investors about ETFs, how they work and their costs.

FactsOnRetirement.org also offers tips on saving and highlights ICI research.

Among other things, it is recommended that plan sponsors minimize requests for and use of personally identifiable information and review recordkeepers' security procedures.

Earlier this year, a judge ordered the archdiocese to pay $4.7 million to both retired and active teachers, but the archdiocese says it no longer has any money.

“There is a lot of value in having conversations about retirement income that are not just product driven,” said Josh Cohen, head of institutional defined contribution for PGIM.

In addition to ordering a review of RMD rules and expansion of MEPs, President Donald Trump asked both the Treasury and Labor Departments to review actions that could...

The deadline for the Plan Sponsor of the Year awards nominations is November 7.

President Trump on Friday called on the Department of Labor to consider the pros and cons of allowing small businesses to jointly offer retirement plans (open MEPs).

If there are missing participants that plan sponsors have not made a genuine effort to find, “the entire plan could be disqualified under the tax code and the...

For those who need more knowledge about health savings account (HSA) rules and benefits, a Congressional Research Service report can help.

EACH Enterprise and Chatham Partners team up for provider transitions; former California Department of Finance director named as CalPERS CFO; R&M adds actuarial consultant to NYC office; and...

The agency identifies information that would be helpful for plan sponsors to provide to help it evaluate proposed alternative terms and conditions to satisfy withdrawal liability.

“Tax reform has allowed plan sponsors to take advantage of a higher deduction. Doing so may mitigate the need for higher contributions in the future,” says Alexa Nerdrum,...

The IRS recently issued a private letter ruling approving a student loan repayment benefit within a retirement plan; ERIC wants this expanded to apply to all plan sponsors.

PriorityWell covers financial, physical, emotional, social and environmental health.

For its part, Schwab says the appellate court’s decision, which effectively invalidates agreements to arbitrate ERISA Section 502(a)(2) claims, conflicts with U.S. Supreme Court and Circuit precedent interpreting...

A plan participant relied on language in the SPD regarding eligibility for benefits, and the appellate court found the SPD inaccurately portrayed provisions of the plan document.

The guidance addresses ERISA rules for AHPs, state authority over the plans and the timing for establishing an AHP, among other things.