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The investment firm is meeting individually with Senators and Congressmen on its new national policy proposal.

Still, only 41% of large companies use automatic enrollment.

The money “checkup” tool asks people about their goals and reveals where they need help.

The new guidance is effective July 1 and will impact the way DB plans use interest rate assumptions to value and pay benefits. 

Generally, payments are taxable in the taxable year in which they are distributed.

Nearly every state reduced benefits, increased employee contributions, or both.

In its third visit to the 2nd Circuit, an Employee Retirement Income Security Act (ERISA) lawsuit was decided in favor of Lehman Brothers.

Retirement and health plan participants will access a personalized, interactive experience designed to support their specific health-, wealth-, and career-related goals, available from any mobile device or computer.

The growth will be “driven by the continued discovery of new and more sophisticated applications for the funds across investment portfolios,” says Andrew McCollum with Greenwich Associates.

The efforts include a redesigned website, growing social media presence, a new print and digital advertising campaign and ongoing sports marketing initiatives.

Cerulli suggests that 401(k)s can learn from 403(b)s about retirement plan decumulation.

The president allegedly received kickbacks for investing the Correction Officers’ Benevolent Association’s Annuity Fund assets in a hedge fund.

The industry has made much more headway on improving participant portfolio construction, says Jean Young with the Vanguard Center for Retirement Research.

The committee says all members “strongly concur” the IRS should not eliminate periodic determination letters under the retirement plan determination letter program.

It’s a grim but unsurprising truth, and one plan sponsors should contemplate: the less assets an individual has saved for retirement, the likelier they are to plan to...

Four in 10 Americans age 50 or older plan to take Social Security before full retirement age

Many New Jersey public sector retirees saw their cost-of-living adjustments (COLA) suspended under a pension-reform bill signed in June 2011.

Kravitz opens Atlanta office, and TIAA leader elected to NBOA board.

The Small Market Solution also features enrollment in Worksite Financial Solutions.

For the first time, the desire to reduce fees and expenses outranks underperformance as the most common reason for dropping an investment manager from the plan lineup, according...