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The company’s energy division still faces a separate complaint that was filed last week.  

ERISA attorney David Kaleda joins Eversheds Sutherland; Ameritas announces national sales director of retirement plans; Voya Investment Management expands distribution team; and more.

Cuts to the Social Security Administration’s research, announced in February, led to the closure.

The organization requested the department reconsider its decision to rescind prior guidance, which it stated could slow the adoption of annuities in retirement plans.

New and enhanced tax credits are driving up small plan adoption, but time is ticking.

Federal tax incentives and other state policy efforts have led to more retirement plans available for employees of small businesses.

Automation allows for price relief for modest-sized companies that have been paying more to provide retirement benefits.

The end of federal loan cancellation and interest rate cuts could add financial stress and divert plan participants from retirement saving.

State Street Investment debuts suite of ETFs; Vestwell announces multilingual savings platform; and Xtracker launches diversified ETF.

LIMRA finds the IRA growth is driven by investors’ desires for control, consolidation, convenience and lower fees than their DC plans.

The asset class, currently being pushed as a retirement plan investment by the asset management industry, can tie up money longer than public equities.

The Retiree Health Care Cost Estimate shows health expenses for retirees up 4.5% since 2024, making HSAs more important than ever.

The lawmakers scratched a planned vote on a third piece of legislation that had been scheduled.

The firm’s annual 401(k) plan participant survey found retirement confidence has stagnated amid inflation concerns.

A Thinking Ahead Institute study found that 60% of global defined contribution organizations consider retirement income a top issue.

The plaintiffs accuse the company of excessive recordkeeping fees and managed account charges, poor-performing funds and using forfeitures to offset employer contributions.

Guaranteed income products work like the safety net program, but experts say they may be less likely to help lower-income earners.

Three plan participants alleged 75% of the retirement plan’s $1.6 billion in assets under management was invested in poor-performing, low-rated, proprietary investments.

The insurance expert, who awaits a full Senate vote, said he would ‘end the war on ESOPs’ if confirmed.

The Department of Labor requested industry advice on how to improve pooled employer plans and make them more effective for small businesses.