Latest News

Panelists discussed how benchmarking drives smarter plan design decisions.

The group countered the Department of Labor’s recent support for employers in litigation about the transactions.

Writing in support of Honeywell, the department described forfeiture complaints as ‘lawyer-fabricated headaches.’

The new rule would force pharmacy benefit managers to reveal how—and how much—they get paid.

As pooled plans become less niche, recordkeepers, advisers and TPAs have started working together more than ever before.

Illinois-based Prero & Morgenstern found value in a pooled employer plan that it never saw in the state-facilitated option.

Designed to help close the retirement plan coverage gap, the pooled options are drawing interest even from midsize and large employers.

Expense ratios were lowered on funds that include 84 underlying share classes overall.

Three studies highlighted younger employees’ use of long-term savings and concerning economic outlook for retirement.

‘Well-managed, daily-valued' plans will be immune from risks and volatility associated with traditional DB plans, October Three reported.

A North Carolina court dismissed all claims, holding the workers lacked standing and failed to show real financial harm. 

Yusuf Abugideiri joins foundation for financial planning board of trustees and Lisa Gomez among 35 appointed to Rutgers fellowship for ESOP study.

Per LIMRA, consumer demand, new product development and technological efficiency will keep annual sales greater than $450 billion. 

The complaint alleges the company breached fiduciary duties by retaining underperforming investment options that cost employees millions in retirement savings.

Employers with at least 10 employees must now participate or offer their own plan.

Mackenzie, SEI launch 4 quantitative investment CITs; T. Rowe Price introduces thematic active ETF; and BBH, SimCorp offer integrated technology, data, services solution for global asset managers.

Incorporating private assets into TDFs and taking a blended investment management approach may bode well, according to the firm.

If passed, the program would begin this July, making the Magnolia State the 21st to adopt a state-run program.

No new details were announced, but J.P. Morgan, Bank of America and others committed to match the U.S. government’s initial $1,000 contribution.

She most recently served as the executive director of DCIIA's Retirement Research Center.