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The agency also announced a deadline by which employers intending to maintain a Cycle 4 plan must adopt that plan.

LIMRA survey shows individual sales make up the vast bulk of the market.

Republicans urged a bipartisan commission or special negotiating process, while Democrats pushed for public debate and legislation that raises revenue and protects benefits.

An NCPERS survey suggests lower-stakes experimentation with artificial intelligence is happening more quickly than strategic integration.

WTW will provide investment and operational due diligence, as well as research support, for assets used in SEI’s investment vehicles.

A joint McKinsey and Kellogg Foundation study found US adults cited affordability as an overarching barrier to financial progress.

A novel lawsuit argues employers must offer fossil-fuel-free equity options as a faith-based accommodation, testing the Supreme Court’s Groff decision.

The order reversed key legal conclusions on brokerage-window fee disclosures, but factual disputes over Fidelity compensation stand for trial.

A study by EBRI and Morgan Health found employers are interested in adopting individual coverage health reimbursement accounts, but knowledge gaps and hesitation to implement remain.

Schlichter Bogard LLC, representing the plaintiffs, came to an agreement to end a case originally filed in 2020.

As ‘Peak 65’ continues and a record number of Americans enter retirement, plan sponsors are discovering that keeping retirees’ money in-plan is easier said than done.

Questions of portability and flexibility for both plan sponsors and participants can impede adding guaranteed retirement income offerings.

The proposed rule does not give fiduciaries a ‘stamp of approval’ to innovate, one expert says.

Offering a diverse array of financial wellness solutions can help reach a ‘distributed workforce,’ a recent Commonwealth report suggests.

Pension Resource Institute appoints 2 to senior leadership roles; Chantel Sheaks joins Mindset as principal; Guardian Life names Kevin Luebbers head of distribution; and more.

Plan sponsors can maximize the retirement outcomes of a broader employee base by offering a lower match rate, paired with a higher match cap.

Consumer credit trends and household financial health help illustrate the backdrop against which companies are thinking about employee financial wellness. 

The pair of managing directors will now head defined contribution and defined benefit retirement divisions.

The Standard, with almost $5 billion in pooled employer plan assets under management, adds a niche offering.

A party-line vote sent the acting labor secretary’s name to the full Senate, where confirmation for the permanent position awaits.