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President Trump has pledged to introduce his tax reform proposals on or around April 26, adding to speculation about how tax-deferred retirement assets may be treated. 

A holistic well-being program can increase employee engagement with work and the company and improve employer performance, according to speakers on a recent webinar.

Corporate pensions, public pensions, defined contribution plans and union plans all voice increasing interest in emerging market investments.

Willis Towers Watson expands Manager Research team; MassMutual appoints head of Strategy & Corporate Development; Mercer names Central market DC segment leader; and more.

Not-for-profit plan sponsors have come a long way since 403(b) regulations were passed with establishing prudent processes for their plans, TIAA finds.

The plaintiffs seek to represent participants in more than 300 retirement plans which were invested in 78 stable value funds, according to the court’s order.

With TDFs dominating the DC market, fund managers are looking at new ways to enhance these vehicles and face the competition.

The proposal addresses the auditor’s responsibilities to form an opinion and report on the financial statements of ERISA plans, and the form and content of such reporting.

More than two-thirds (68%) of respondents say integration of ESG has significantly improved returns, a State Street Global Advisors survey finds.

Summarizing its decision, the court observes, “It is well established that the test of prudence ... is one of conduct, and not a test of the result of...

Data from Pew does not reveal a best or one-size-fits-all approach to successful investing, but there is a uniform need for full disclosure on investment performance and fees.

There are some ways in which Millennials are demonstrating prudence and foresight as investors—and other ways they are not.

The firm is promoting these funds as the first of its kind to offer access to direct real estate through a target-date mutual fund.

With the program, students will learn directly from David Donaldson, former senior Department of Labor (DOL) investigator and CEO of ERISA Smart.

More effective and targeted communications can help, a study by TIAA finds. 

The Alegeus platform will provide robust engagement tools that help consumers optimize their health care spending and maximize their health care savings.

New research by Morningstar suggests plan sponsors may benefit from increasing default savings rates, relying on opt-out auto escalation features, and stretching the employer match.

Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.

A memo offers examples and would be a helpful guide for cash balance plan sponsors to assess whether their plan offers definitely determinable benefits.

Plan sponsors with individually designed plan documents may want to adopt a pre-approved plan since the end of the IRS determination letter program.