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Participants in plans that purchased guaranteed investment contracts from the Principal say the arrangement has led to prohibited transactions under ERISA.

One-half of all of all families that have retirement account assets plus home equity rely on these for more than 78.2% of their retirement savings outside Social Security....

The decision follows a ruling against First Bankers Trust in a DOL lawsuit.

WestRock RKT Company claims that the amendment violates ERISA because “critical status [multiemployer plans] with valid rehabilitation plans may not unilaterally impose on employers contribution requirements necessary to...

A new bill introduced by Senate Democrats would reestablish an ERISA safe harbor for state- and city-run retirement plans for the private sector—and in a roundabout way the...

Fidelity announced it will allow wider third-party access to Portfolio Advisory Service at Work, a managed account offering that delivers personalized investment management for retirement plan participants.

Two providers have introduced retirement plan health measurement tools with different approaches.

A paper suggests special care needs to be taken to educate age cohorts about their biases to avoid investment portfolios and financial plans that are too conservative.

Among the updates are more options for customizing views and taking action.

Claims moving forward regard excessive fees by using four recordkeepers and excessive fees by offering too many funds in the plan.

Additionally, 39% believe they will retire after age 65. 

Only 4% say they will drop health insurance coverage for some full-time employees if the employer mandate is repealed.

Fifty-six percent say their primary retirement savings goal is to not outlive savings.

The institutional trust and fiduciary business of Evercore's subsidiary Evercore Trust Company will become part of Newport Group.

Total average savings rates and account balances reached record levels in Q1 2017, according to research by Fidelity.

However, one claim for which the motion to dismiss was granted by a federal judge was that the plan offered too many funds.

A significant number of non-monetary settlement terms have been agreed to, including that TIAA will add more non-proprietary investment options to its own retirement plan and reconsider how...

Hueler & NISA collaborate with focus on retirement income; United Financial NW joins PlanMember Securities Corporation; Industry vet returns to SSGA to lead DC business; and more.

In light of surging health care costs, an HSA can serve as an important component to a holistic retirement-planning strategy.

Rising pharmacy prices and utilization, especially for specialty drugs, are a key driver of health care cost trends, a survey by Willis Towers Watson found.