Latest News

The regulator’s decision provides relief to mutual fund managers, despite some added reporting amendments.

The Department of Labor backed an appeal by IBM retirees to reopen a lawsuit against the firm for allegedly using outdated mortality tables to determine the value of...

Plan sponsors have until November 8 to complete the survey that can help them learn how their retirement plan stacks up against others in the same industry.

AI Risk partners with Fynancial to bring AI to wealth management; YCharts announces holdings integration with Broadridge’s wealth aggregation platform; Moss Adams launches AI business services; and more.

The interests of financial professionals and firms ‘often conflict with the interests of retirement investors,’ according to the watchdog’s report.

Employees whose employers offer educational assistance programs can use them to help pay student loan obligations until at least December 2025, according to the IRS.

The $221 million transaction will secure pension benefits for retirees and beneficiaries at Sound Retirement Trust, a multiemployer plan for grocery workers in Washington state.

The technology and manufacturing company is the latest accused of misusing forfeited retirement funds to pay for future employer contributions.

TIAA will maintain all plan assets and relationships, while Accenture leverages technology and expertise to enhance the digital experience for plan sponsors and participants.

Dave Guilmette will take the position as the recordkeeper emphasizes its employee benefits business.

The director of benefits at Wayne-Sanderson Farms shares how offering an in-plan managed account service helped its employees older than 50.

The firm has launched features on its financial wellness platform to help participants with emergency expenses and planning for health care costs in retirement.

Cetera appoints Mackay president of Cetera Solutions; OneDigital welcomes Grier as managing principal; Vanguard announces Robinson as general counsel; and more.

The Mercer Wise platform provides 401(k) benefits to more than 70,000 U.S. employees. 

Private employers are often opting to start their own retirement plans, rather than utilize a state-run plan, in states with retirement mandates.

Custodia Financial introduces retirement loan protection service to protect against defaults; Prudential enhances its employee well-being solutions; and Lincoln Financial expands care services for beneficiaries.

Eight major organizations highlighted the need to clarify provisions related to automatic enrollment in PEPs, distributions for terminally ill participants, student loan matching and more.

The Newspaper Drivers Local 473 Plan will receive funding under the federal Special Financial Assistance Program.

CEO and Board Chairman Dan Houston is passing the president title to the firm’s former CFO.

From both an industry asset and account level perspective, 529 savings plans continue to expand to help families save for future education expenses.