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Northern Trust Creates Private Equity and Hedge Fund Service Group; Impax Introduces ESG-Focused Fund; OneAmerica to Offer Russell Investments Managed Accounts; and more.  

The dispositive question is not whether the claimants were employees but whether, considering them as employees, they were eligible to participate in an ERISA plan according to the...

Ryan Bailey, head of the Retail Banking Group, Bank of the West, offers tips for plan sponsors to help educate Millennials about the importance of investing.

The SEC recognizes that, "the American economy is rapidly evolving, including through the development of both new compensatory instruments and novel worker relationships, often referred to as the...

A package of bills sponsored by four U.S. Senators would also increase access to workplace retirement savings accounts and help workers who already have retirement accounts save more.

Morningstar warns that the distinction between "active" and "passive" target-date series has become more muddled in recent years.

The chief investment officer at Winthrop Capital Management discusses the uptick in short term interest rates and new opportunities within the one-year to five-year part of the curve.

The International Foundation of Employee Benefit Plans found employers are providing education on a variety of topics, but the top five most common topics covered in employer-sponsored financial...

Two-thirds of Americans who work with a financial adviser believe they know how much to spend now and to save for the future.

The SEC's complaint alleges that the former executive led a scheme to add secret commissions to securities trades performed for at least six clients of State Street's transition...

According to the Alight Solutions 401(k) Index, year-to-date there have been 29 days with above-normal trading activity, suggesting that the month of June brought back a bit of...

According to an Alegeus study, HSA users are more likely to be well-versed on specific plan details and how to estimate and control the cost of care.

“Employers can help workers most at risk better manage their care—and save an average $430 annually per employee,” Mercer says.

The text of the decision includes lengthy discussion of all 14 counts of ERISA fiduciary breaches, and why each is capable of surviving the defendant’s motions to dismiss.

A federal judge denied dismissal of plaintiffs’ allegations that a prudent fiduciary would have chosen one—rather than two—recordkeepers; that a prudent fiduciary in like circumstances would have solicited...

Through the expanded Fidelity managed account program, employees will benefit from “ongoing, proactive engagement, including expanded annual checkups, reminders, and information that addresses their specific investment needs, to...

The second whitepaper in a series says financial wellness is centered around four core principles: financial awareness, financial health, financial security and financial inclusion.

The decision points to mailings and various other disclosures sent by Checksmart to the defendant over the years leading up to this litigation as reasons for applying ERISA’s...

The committee was told that benefit cuts are not the answer and was urged to reform withdrawal liability rules.