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The bill expands allowable SIMPLE plan rollovers, expands exceptions to the 10% early withdrawal penalty on retirement plan distributions, and contains provisions for church plans.

A federal judge found the meaning of “church” is not as simple as “a house of worship.”

More retirement plan sponsors are beginning to consider overall financial literacy and wellness programs for plan participants.

Retirement plan sponsors have had to cope with a significant amount of market and regulatory evolution in 2015—especially change pertaining to DC investment menus. 

It seems nearly all types of plans and investment approaches have been challenged recently in the courts. Next year probably won’t be any different. 

A downward revision reflects new information used by the Investment Company Institute.

Vanguard Core Bond Fund will share many characteristics with Vanguard Total Bond Market Index Fund, the company said.

Another class action lawsuit has emerged challenging a retirement plan sponsor for allowing allegedly excessive fees—this one directed at a plan provider’s own 401(k) program.

Movement towards transferring DB sponsors’ pension obligations continued in 2015 despite concerns voiced by participants, lawmakers and regulators.

The lawsuit claimed JP Morgan misled investors about its trading activity, inflating the price of its stock before suffering large trading losses.

An extensive new report from BrightScope and the Investment Company Institute finds large plan sponsors, in particular, are squarely focused on leveraging the power of plan design. 

OMB is asking for comments about the necessity of providing Summary Annual Reports to participants, the amount of burden it creates for responders and how to improve the...

The guidance is related to accounting and financial reporting of fiduciary activities, certain asset retirement obligations, and pension issues.

A new report from EBRI describes an interesting anomaly that emerged in the most recent population survey published by the U.S. Census Bureau.

Each year PLANSPONSOR provides all the information plan sponsors need and want to know during its annual conference.

No formal legislation has been put in writing, but some lawmakers and lobbying groups are trying to prevent that from happening.

Providers investing in NextCapital are striving to improve outcomes for investors.

In a new report, Cerulli Associates explores the impact the Department of Labor's proposed conflict of interest rule may have on future rollovers to IRAs.

Every retirement plan provider analyzed by Corporate Insight enables participants to adjust their contribution rates from at least one mobile platform.

The suit says Fidelity was overly conservative in its underlying investments and used strategies to appease wrap providers to the detriment of 401(k) plan participants.