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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.

Although it did answer the question of whether the decision was made in response to the 5th U.S. Circuit Court of Appeals mandate to vacate the DOL’s fiduciary...

The IRS and the Treasury Department have extended nondiscrimination relief for closed defined benefit plans for an additional year.

The SOA said it developed the new tables once it was determined that public pensions have differing levels of mortality than private pensions. It is soliciting comments on...

The OneAmerica survey examines other topics relating to participant financial wellness, including health care expenses and the use of health savings accounts as short- and long-term savings vehicles.

Those who have HSA assets invested have a $16,007 average total balance, more than eight times larger than a non-investment holder’s average account balance, Devenir finds.

The company is offering a lump-sum window, transferring some liabilities to a group annuity, making a contribution to its pension plan and transitioning to a liability-matching investment allocation.

Alight Solutions found a nearly $100,000 difference in 401(k) savings between participants who had loans outstanding and those who did not.

Morningstar suggests individuals and their advisers must incorporate retirement age uncertainty in their retirement planning by focusing on saving.

Year-to-date, buy-out sales have been $9.6 billion, a 76% increase from the first two quarters of 2017.

They want help with calculating how much money to save for retirement, determining how to invest their 401(k) assets, determining the age at which they can retire, and...

ICI finds that two factors appear to influence DC plan participants’ loan activity: reaction to financial stresses and a seasonal pattern.

Ascensus Acquires PenSys; USI Names Retirement Services VP; Hooker & Holcombe Promotes Consultants; and more.

The original complaint accuses T. Rowe Price 401(k) plan trustees of breaching their fiduciary duties under ERISA by either failing to remedy their predecessors’ breaches, or, in a...

For both the general public and mass-affluent households, saving more, choosing to invest one’s savings, delaying retirement and lowering standard-of-living expectations have a far greater effect on one’s...