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Equities would benefit in the short term, while fixed income investments would decrease in value.

Retirement plan sponsors need a strategy for education, but an actual policy statement may not be needed.

“The decline in asset values that hit typical public defined benefit plans, endowments and foundations was primarily due to poor equity performance across the globe”, says Andrew Wozniak...

They say they would value the assistance as much as health care benefits and 401(k)s.

A lawsuit says BAT Masonry was valued at $13 million less than what its ESOP paid for company stock.

More than half allow employees to rollover leftover balances versus offering a 2 1/2-month grace period for using funds.

And 40% say they feel they are ill prepared for retirement because of inadequate savings.

The aggregate funded ratio for U.S. corporate pension plans decreased nearly 3%.

In tandem with a recordkeeping system change, Morgan Stanley released its Knowledge Center for equity compensation plan participants.

The interactive website educates investors about 529 plans.

It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement last week.

Questions about whether funds can be identified in the participant’s possession and when the statute of limitations started to accrue have pushed forward an ERISA lawsuit.

S&P 1500 pension funded status weathered a volatile month with a 2% decline, Mercer says.

The IRS published temporary regulations and proposed final regulations governing the process of reducing benefit payments by distressed multiemployer retirement plans under MPRA.

Research from Spectrem Group suggests Millennials want to be hands-on investors and, while they are willing to use technology to get advice, one-third want in-person meetings.

A strategic collaboration between Jiff and Mercer has produced a personalized health benefits platform. 

The SPARK Institute guidelines allow recordkeepers to translate information delivery and decision making supported by all lifetime income product providers to their own systems.

Six in 10 workers are not on track to meet their needs in retirement at age 65, according to a recent analysis.

A new service from the firm helps retirement plan participants sustainably spend down DC accounts.

A health care company filed no annual reports, did not perform valuations and took more than $1.6 million in improper distributions in violation of ERISA, the DOL alleges. ...