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With the program, students will learn directly from David Donaldson, former senior Department of Labor (DOL) investigator and CEO of ERISA Smart.

More effective and targeted communications can help, a study by TIAA finds. 

The Alegeus platform will provide robust engagement tools that help consumers optimize their health care spending and maximize their health care savings.

New research by Morningstar suggests plan sponsors may benefit from increasing default savings rates, relying on opt-out auto escalation features, and stretching the employer match.

Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.

A memo offers examples and would be a helpful guide for cash balance plan sponsors to assess whether their plan offers definitely determinable benefits.

Plan sponsors with individually designed plan documents may want to adopt a pre-approved plan since the end of the IRS determination letter program.

Only 50% of investors who work with a financial adviser are certain whether their adviser is a fiduciary, while 38% don’t know if their adviser is a fiduciary...

A new study by EBRI explores workers’ preferences for employer-sponsored benefits and what they anticipate for the future of workplace perks.

The Encouraging Employee Ownership Act would increase the cap on the amount of stock closely held companies can award employees before triggering certain SEC reporting requirements.

A New Jersey District Court judge awarded more than $9.4 million to the plan.

The second highest priority listed by plan consultants is an evaluation of investment fees.

“Female decisionmakers are more likely to incorporate financial products that help accumulate assets to provide income for retirement, such as an annuity, into their financial plans than male...

However, they may not be saving enough to reach this goal, according to Hearts & Wallets' analyses.

Passive strategies accounted for nearly all of March’s net inflows.

“Responses to the shift vary greatly, ranging from just hoping this trend changes to working to reduce their cost structure, with everything in-between,” TABB Group says.

Asked "Which of the following describes a 401(k)?" fewer young Millennials chose the correct answer than other age groups.

Researchers found that for those born in 1960, there is a $130,000 gap in benefits between the highest and lowest socioeconomic groups.

Even with huge amounts of data available, there is not very much simple or straightforward about retirement plan fee benchmarking.

DATAIR hires ERISA consultant for document compliance; Retirement LLC acquires Summit Group TPA division; QBI grows actuarial team; and more.