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Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned by lawsuit filings and court decisions.

An insight article offers a framework for identifying and managing operational risks, and Julian Regan, with Segal Marco Advisors, says even though the insight is given for public-sector...

A Callan Institute report makes suggestions for size, staffing and training for investment and administration committees.

The district court decision spells out a number of caveats impacting this type of ERISA litigation, explaining why it is dismissing some claims while permitting others to go...

“By providing an alternative dispute resolution option for employers who sponsor ongoing and terminated plans, we expect to save time and money for both the government and our...

Not only does the lawsuit claim ConocoPhillips stock does not meet ERISA’s definition of “employer securities,” but it says participants suffered millions of dollars in losses as the...

Discussion in the new appellate decision lays out some important distinctions regarding the initial district court’s decision to dismiss the lawsuit, weighing arguments of standing and mootness.

A study shows consumers might not understand health savings accounts as well as they believe.

But only 46% know that annuities offer it, Jackson National Life found in a study done for the Insured Retirement Institute.

TIAA suggests other options for helping retirement plan participants with retirement readiness.

In spite of increased optimism, a new Wells Fargo survey finds a significant portion of workers still say they do not think they will reach their savings targets;...

When asked about the investment approach that best aligns with their retirement savings objectives, the top choice overall for 30% of women was a mutual fund with a...

L. Rita Fiumara from UBS shared generation-specific insights that can help shape retirement plan communications.

“The primary source of growth can be explained by the fact that CITs often are priced lower as compared to mutual funds of similar strategies,” says an analyst...

More than one-quarter of retirees said basic living expenses in retirement were higher than they expected, a study found.

Professor Shlomo Benartzi, business school professor at the University of California, Los Angeles (UCLA), Anderson School of Management, says technology can be used immediately to improve retirement plan...

With 3(38) Flex, Mesirow Financial reviews both the line-up’s asset classes and investments and, if both meet Mesirow’s criteria, they will approve the lineup.

Two Plan Sponsor of the Year awards winners shared ways their advisers helped them.

Even when participants set a goal for one of their competing priorities, a study from Lincoln Financial still finds a connection between goal-setting and higher retirement savings rates.

Following the IRS' curtailment the determination letter program for retirement plan sponsors, McDermott Will & Emery is releasing an opinion letter and operational review program for individually designed...