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Purchasing Power's Chief Operating Officer Elizabeth Halkos offers predictions for workplace financial benefits in 2018.

The agency is required to adjust these amounts annually for inflation, but the agency says its goal is to encourage compliance, not to penalize plans that inadvertently forget...

Another employer win in a stock drop suit indicates it is tough for retirement plan participants to meet the pleading standards set forth in Fifth Third v. Dudenhoeffer.

The firm’s retiree program is designed to provide plan participants the essential guidance needed to manage assets through retirement from within the qualified plan. 

The slight decrease in overall mortality during 2016 measured by the Society of Actuaries may seem to run counter to the CDC’s report that life expectancy at birth...

Invesco launches Peak Retirement Target-Date Fund Series, and Efficient Advisors launches mutual fund partnership with Dimensional.

Following the GOP tax cuts, plan sponsors may wish to coordinate administration of their loan offset rollover rules with their TPA, attorneys suggest, in order to avoid inadvertently...

A federal court judge vacated the incentive portion of the EEOC wellness program rules under the ADA and GINA, but issued a stay on his decision until January...

Institutional investors with less than $1 billion in assets paid 65% more for investment management than medium-size funds ($1 billion to $10 billion in assets) and 91% more...

Callan says this is partly due to multiple years of investor education around ESG coming to fruition.

According to an NBER working paper, researchers found it is not just the value of debt for people on the verge of retirement that has increased over time,...

Most firms that track DB plan funded status estimated between 1% to 3% improvement for the year.

An Alight Solutions survey finds a common disconnect between what workers believe is crucial to financial education, compared to their employers.

All groups of households experienced an improvement in risk, except middle-age and middle-income households, due in part to more non-mortgage borrowing.

The appellate court agreed with a lower court that plaintiffs did not meet pleading standards set forth in the Supreme Court ruling in Fifth Third v. Dudenhoeffer.

The committee is staffed with a diverse group of outside experts, including individuals representing the views of retail and institutional investors, small and large issuers, trading venues, dealers,...

It intends to amend the Employee Retirement Income Security Act (ERISA) and lays out specific criteria for selecting an annuity benefit provider.

“Saving more is the most obvious and effective way to improve retirement outcomes," J.P. Morgan experts say.

Among tips Mercer suggests is evaluating litigation vulnerability at a time when lawsuits against higher education 403(b) plan sponsors are higher than ever.

Michael A. Moran, with GSAM, says the firm expects voluntary contribution activity to continue into 2018, as defined benefit plan sponsors claim a deduction at their former, higher...