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Among DB plan participants who were given a choice between a lump sum or an annuity, fewer than half said that, at the time they made their decision,...

They are also increasing incentives and expanding the use of ergonomic workstations as part of their physical well-being programs.

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds, “despite reports of plan sponsor unbundling trends.”

A judge concluded plaintiffs did not allege special circumstances or offer plausible alternatives according to standards set forth in the Supreme Court’s Dudenhoeffer ruling.

Although some industry experts noted that the bill would reduce employer costs and administrative burdens, a survey finds the majority of employers were relieved it didn’t pass.

The document can help plan sponsors ensure their 403(b) plan is compliant with IRS requirements in absence of the Determination Letter Program.

The complaint specifically calls out the use of BlackRock target-date funds which it says use excessive fund layering, subjecting participants to higher fees.

Segal names Public Sector Market director; Securian expands retirement business; Lockton opens new office; and more.

Ultimately, Putnam Investments prevailed in a lawsuit claiming it and its retirement plan fiduciaries engaged in prohibited transactions by offering proprietary funds in its plan.

The bill would require employers to help participants understand how their savings would translate to lifetime income.

The bill would amend the nondiscrimination rules that apply to DB plans that have been closed or frozen.

Orion agreed it won't maintain any wellness program in the future that poses disability-related inquiries or seeks a medical examination that is not voluntary within the meaning of...

Nationwide adds 3(21) fiduciary service from IRON Financial; Delaware Investments rebrands; Trust Company of America launches ETF Custody Advantage; and more.

The firm’s new approach is to perform testing on a quarterly basis.

The core of the plaintiffs’ claims relate to the use of American Beacon Funds in the plan, which were created by AMR Corp., American Airlines’ parent company and...

The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management for plan sponsors and participants.

Fidelity Investment’s new assessment will take into account how people are managing their money as well as how they feel about finances.

Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.

Industry advocates and businesses have formed a coalition with the mission to expand Americans’ access to retirement plans and to protect its current tax incentives.

Their “Retirement Ripoff Counter” shows that without the protections of the fiduciary rule, investors are losing $1.9 million an hour, $46 million a day—and $17 billion a year.