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So far, reporting seems to suggest that the numerous fraudulent comments submitted to DOL regarding the fiduciary rule were done so mainly with stolen or outright fake identities...

Although the case involves an employer-provided life insurance plan, it has lessons for what constitutes a QDRO for all ERISA plans.

TIAA also discovered that participants with web access are twice as likely to seek out advice as those without web access.

The idea is to put participants with lesser unfunded vested benefits (UVBs) in one plan, and those with greater UVBs in another.

A new public website has simpler navigation features, straightforward design, targeted messaging and an increased focus on educational tools.

Newly leveraged ESOPs that borrow a large amount relative to their earnings could find their deductible expenses decrease.

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.

Following news of Preston Rutledge’s approval by the full Senate to head the Employee Benefits Security Administration, several retirement industry advocacy groups voiced their support in short statements.

Proprietary fund lawsuits are viewed by plaintiffs’ firms as one of the types of excessive fee cases that are likely to get past motions to dismiss; and so...

Retired couples, according to EBRI research, can require up to $370,000 to cover premiums for Medicare Parts B and D, premiums for Medigap Plan F, and out-of-pocket spending...

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research. 

The bill does not impact tax breaks for retirement savings.

The debate started when the American Council for Capital Formation published a sharply written report alleging that, as the group puts it, “CalPERS has prioritized relatively poor performing...

The guide provides answers to questions intended to clarify, explain, or elaborate on the requirements of GASB Statement No. 75, but also addresses a limited number of issues...

Forty percent plan to increase their deferral rate, up from 24% in 2016.

Beginning in January, terminating DC plans will have the option of transferring missing participants’ benefits to PBGC instead of establishing an individual retirement account (IRA) at a financial...