Latest News

Governmental plan sponsors are generally not policed by ERISA, but they face their own set of “old, obscure laws” that can apply many restrictions on how or how...

While planning for retirement was the overall top concern for employees in 2016, Financial Finesse found the top concern for African Americans and Latinos was getting out of...

Repeat users were 12 percentage points more likely to have run a retirement projection than new users, Financial Finesse found.

The top reason Americans aren't saving more money, reported by nearly two-in-five, was having a lot of expenses, a survey found.

As the law changes, and as plan documents have to be amended, plan sponsors will no longer be able to rely on their existing IRS determination letters. 

New mortality tables mandated by the IRS will go into effect in 2018, and PBGC premiums will only go up from here. 

In addition, few workers are confident Social Security and Medicare will provide the same level of benefits to them in retirement as they do for today’s retirees.

Just four in 10 workers report they and/or their spouse have ever tried to calculate how much money they will need to have saved to live comfortably in...

The simulator shows the potential impact of reform options on plan cost and retiree benefits.

The research also found participation levels and investment offerings for most plans were good.

In conjunction with MidAtlantic Trust Co., Paychex is also now providing a solution to levelize the commissions paid to financial advisers from fund companies.

The report is designed to help readers understand fiduciary responsibilities and corresponding liabilities, and offers recommendations and guidance for managing these duties.

Mentioned in the list of reminders includes suggestions about how to avoid incorrect voluntary compliance program user fees; determining the right user fee; and qualifications for reduced fees.

Just one out of a number of allegations included in two ERISA lawsuits against SafeWay have been ruled untimely, allowing both cases to proceed.

The court found trustee Wilmington Trust “rushed its evaluation of the ESOP, failed to follow its own policies, and failed to adequately vet [other valuators’] conclusions.”

PSCA establishes HSA committee; Hooker & Holcombe expands retirement services; intellicents adds financial planning services for 401(k) participants; and more.

Despite the number of active DB plans dwindling, providers dedicated to the space are still investing in enhancements to their services.

The seminar aims at increasing awareness and understanding fiduciary duties when operating a retirement plan. 

The free tool allows employers to compare the various costs that go into running a 401(k) plan, including fees for recordkeeping, administrative and custodial services.

“Our survey shows that Congress’ actions to limit state flexibility to address retirement insecurity are seriously out of touch with the will of voters,” says AARP Executive Vice...