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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.

Research from the NIRS found millions of low- to moderate-income individuals have been unable to use the credit because they lack access to a qualified retirement plan.

Lively’s integration with TD Ameritrade offers account holders access to an open-architecture set of investment options.

The relief applies to PBGC premiums, single-employer plan terminations, reportable event notices, annual employer reporting, requests for reconsideration or appeals and multiemployer plan deadlines.

Although 58% of Millennials surveyed said they are saving enough for retirement, 46% say they have significant debt, and 53% say they will “never be comfortable investing in...

Cerulli’s research shows more than half of advisers create customized investment portfolios on a client-by-client basis, while 42% start with investment models and alter on a client-by-client basis.

A recent survey found that across generations, investors are almost equally concerned that their returns won’t secure adequate retirement savings.

An excessive fee lawsuit has been filed against fiduciaries of the Novitex Enterprise Solutions Retirement Savings Plan, a 401(k) plan which had more than $157 million in assets...

The tool leverages a 401(k) database to hone in on the often complex fee structure associated with retirement plans.

Baby Boomers are adopting better financial habits, but Millennials may be overconfident in theirs, a study by Allianz finds.

Thirty-six percent of business owners who currently do not offer a retirement plan say expected revenue increases in the next year or two will prompt them to offer...

A federal district court ruled the plaintiffs did not meet all the pleading standards set forth by the U.S. Supreme Court.

Data suggests that Millennials will make up 75% of the workforce by the year 2025.

The uncertainty over the fiduciary rule and increased participant litigation are prompting sponsors to move to lower-cost investment options.

In a series of articles, PLANSPONSOR is profiling industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them with...