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Because revenue-sharing payments are asset based in the plan, plaintiffs argue, “they bear no relation to a reasonable recordkeeping fee and can provide excessive compensation.”

The law applies to any company that administers a 403(b) retirement plan offered by a political subdivision of the state.

Pentegra hires 403(b) consultant; Ascensus acquires Retirement Plan Administrative Service; Voya hires 401(k) leader; and more.

Long-horizon investing can generate up to a 1.5% premium on returns, according to a Willis Towers Watson study that modeled pension plan investment practices.

Both on the health care and retirement planning fronts, House and Senate Republican leadership has big plans for what they would like to accomplish; how much they can...

The idea seems to be to help employees establish better tax-diversity in their retirement holdings—as well as more controlled and rational ways of spending down their collected wealth...

The request for information asks whether provisions of the rule already in place should be delayed further.

Goldman Sachs and Wisdom Tree introduce ETFs, and Manning & Napier and SEI roll out CITs.

An appellate court first discussed where the burden of proof lies in ERISA cases.

In addition, Acosta said the DOL’s budget proposal funds an effort to improve ERISA disclosures to retirement plan participants.

The text of the complaint takes a deep dive into the services generally provided by recordkeepers and administrators of ERISA plans—pushing the conclusion that asset-based fees are less...

While the Senate health care reform bill reduces costs and administrative burdens for employers, provisions affecting individuals and employees could cause a residual negative impact on employers and...

The agency says resolutions passed by the president invalidate its earlier final rules.

The lawsuit claims fiduciaries of the Waddell & Reed 401(k) plan breached their fiduciary duties and engaged in prohibited transactions in the selection of the plan’s investment lineup.

TDFs typically address risk by switching to fixed income as opposed to equity as a participant ages, but a closer look under the hood can reveal deeper insights...

The new resource allows an employer to measure the health of its retirement plan based on the digital enrollment and savings decisions participants make online and through their...

Vanguard researchers highlight several positive trends, including the growing adoption of automatic enrollment, target-date funds (TDFs), employer contributions, Roth options, and loan flexibility.

The system will allow retirement plan fiduciaries to have access to the complete documented process of their investment selection and monitoring, and provide clients with fiduciary protection.

Morningstar evaluated the plans through two different lenses: one, as an investment vehicle to save for future medical expenses, the other as a spending vehicle to cover current...

The strongly worded complaint says the plan fiduciaries “utterly abdicated their fiduciary duties to act prudently and loyally” by turning the plan over to TIAA and Vanguard Group.