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OppenheimerFunds expands Beta Solutions team; Putnam Investments expands Small-Cap Equity practice; TCW hires senior account manager in Client Services; and more.

Under the proposed bill, to file an aggregated Form 5500, the retirement plans would need to have the same trustee, fiduciary, plan administrator, plan year and investment menu.

An appellate court found 403(b) plan participants were questioning the legality of a plan amendment, which it said is for courts to decide.

The U.S. House of Representatives did not vote on the new health bill as planned Thursday, but a look at why they didn’t and the provisions of the...

The Insured Retirement Institute says it will call on Congress and the Trump Administration to support greater access to workplace retirement plans and simplified lifetime-income products.

Merit Financial Group has rolled out its “Worksite Financial Wellness Platform.”

Luke Vandermillen, from Principal, says everyone makes the assumption that the age at which they retire is their choice, but it may not be.

The new funds will leverage the research and portfolio management expertise of sub adviser Wellington Management Company.

Eighty-eight percent of target-date mutual fund assets were held through defined contribution (DC) plans, ICI finds.

At an additional cost, the program is also provided to employees and would be tailored to each individual’s goals and objectives.

Forty-three percent of investors with a written plan are highly confident they are headed towards a comfortable retirement, compared to 23% of those without a written plan.

Just last week, intellicents announced it was adding financial planning to its services menu.

Plaintiffs originally filed their cash balance plan lawsuit in 2004, claiming the way their employer created a cash balance plan by essentially transforming an existing 401(k) represented impermissible...

Interest rate moves, changes in collateral and ETF usage is driving a higher demand for securities lending programs from institutional investors, such as DB plans.

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.