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The court basically decided Fidelity was not the fiduciary responsible for choosing to provide the advice and SDBA offerings to participants.

NYLIM names president of MainStay Funds; Mercer names principal for Minneapolis health business; Alight hires leader for Health & Wealth Solutions; and more.

“While Millennials are saving, most are not planning," observes IRI President and CEO Cathy Weatherford.

The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement readiness of their participants.

Respondents to a survey from Mercer reported preferences for policies to mitigate costs.

Hartford Funds expands fixed income ETF suite; Sage releases ESG Intermediate Credit Index; ICMA-RC opening investments to private sector.

Choosing passive investments is a clear and simple way to reduce fees; however, choosing the fund with the cheapest expense ratio does not “equate to checking the fiduciary...

More education is needed to prepare people for paying medical expenses in retirement.

Aon shows only 6% of U.S. corporate DB plan obligations have actually been settled since 2012.

401(k) participants claim GE retained underperforming proprietary funds in the plan so that its asset management arm could earn significant profits.

Recordkeepers widely identify “reducing plan administration costs” and “maximizing participant savings” as the top two priorities for defined contribution plan sponsors; CITs are also a big focal point.

Financial wellness program provider Edukate is collaborating with health and wellness company DHS Group to improve employee well-being by easing financial stress.

The introduction of Halley software into PlanSource solutions provides human resources teams with a time-saving tool for deducting benefits costs from payroll, among other capabilities. 

Last year, the IRS updated the comprehensive system of correction programs for sponsors of retirement plans.

One of the first indicators investors will see on their new home page is a personalized recommendation for improving retirement readiness.

Generally, the overall effective date for 403(b) pre-approved plans are plan years beginning on or after January 1, 2010, but this raises issues for certain plan sponsors.

The best practices tell retirement plan recordkeepers how they should report their cyber security capabilities to plan sponsors and advisers.

In-plan lifetime income options are offered by more than half of not-for-profit plan sponsors surveyed, but among those that don't, misconceptions exist.