Latest News

A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.

The use of ETFs in 401(k) plans has been slow to catch on, but some still believe it will happen.

The Segal Company’s calendars for the new year detail reporting requirements for single-employer and multiemployer plans.

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.

Proposed rules from a number of federal regulators significantly streamline the Summary of Benefits and Coverage form while including an additional coverage example.

The Department of Labor’s Employee Benefits Security Administration (EBSA) and the Internal Revenue Service have proposed additional amendments to excepted benefits rules.

 

A federal appellate court has sent a case back to a district court because the district court’s decision was made before a significant U.S. Supreme Court ruling.

U.S. Retirement Partners (USRP) reported that it has acquired Kades-Margolis Corporation (KMC), which will join USRP’s national network of 403(b) providers.

The IRS has provided answers to questions received about the new single-distribution rule for rollovers from retirement plans.

A new company is providing a new way to benchmark fees paid by retirement plans.

Acquisition of New York Life’s RPS business accelerates John Hancock’s expansion into the mid-case and large-case retirement plan markets.

Given relatively expensive domestic equity market valuations and historically low developed market interest rates, institutional investors are increasingly looking for return outside the United States.

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.

A U.S. Congressman has introduced a bill to encourage small businesses to offer retirement plans for employees.

Recent reports have claimed health savings accounts (HSAs) can be a useful additional tool for retirement saving. But, how feasible is it that employees can accumulate savings in...

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

A new research report suggests public school teachers would not choose a DC retirement plan over a DB retirement plan without powerful incentives.

The GAO recommends an alternative to rolling over small retirement plan balances to individual retirement accounts (IRAs).

Two major league baseball teams have discontinued pension plans for non-uniformed staff.

An interactive Retirement Wellness Planner from The Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.