Latest News

A Supreme Court ruling in the case set new standards of pleading for lawsuits against retirement plans that hold on to company stock.

The company ceased all business operations in 2009, but failed to take the appropriate steps to terminate the plan.

A federal appellate court found that the benefit offset used by a defined benefit plan administrator was correct.

“Industry-wide averages can be misleading, and may be doing investors a disservice by giving them the perception that all active funds cannot outperform passive funds, which is simply...

Reviewing the case in light of new pleading standards set by the Supreme Court decision in Fifth Third, a court again found participants in a Lehman Brothers retirement...

A GAO report says claims of the small employer health tax credit have continued to be lower than thought eligible, limiting the effect of the credit on expanding...

The self-funded solution is for employers and brokers seeking to lower costs while utilizing modern, innovative benefits shopping and enrollment tools.

The final rules modify waivers and information requirements to better balance the burden of reporting with PBGC’s need for information, and to make certain technical changes.

Nearly 90% of the assets in target-date mutual funds and CITs are controlled by products that invest only in the proprietary funds of the series sponsor.

The “education carve-out” is considered by retirement plan providers to be one of the most high-stakes elements of the fiduciary rulemaking effort. 

A federal appellate court did not even consider whether the plan in question was a top hat plan because it found the lawsuit missed the statute of limitations...

Access to a retirement plan helps boost individuals' confidence in their ability to retire, according to EBRI’s latest data. 

Aging populations worldwide will create investment opportunities for institutional investors.

A deceased participant’s previous phone call to his employer’s benefit center asking to change his retirement account beneficiary cannot be relied on to determine where the money should...

Included in proposed nondiscrimination relief for closed DB plans is a change in how QSERPs can offer alternate benefit formulas for highly compensated employees.

A handbook and a couple of checklists help retirement plan sponsors get their fiduciary houses in order.

A federal appellate court has found that the DB plan offered by Advocate Health Care Network does not qualify as a “church plan” exempt from ERISA.

Neuberger Berman names CIO to help with foundations and endowments; Creative Planning hires leader of 401(k) division; adviser to non-profits affiliates with PlanMember; and Mercer hires PRT consultant.

There are diverse needs among different employee groups, but emotions about financial wellness are consistent among all, a Fidelity survey finds.

The PBGC and Sears have reached an agreement on financial protection for approximately 200,000 Sears pension plan participants and beneficiaries.