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Speakers at the EBRI-Milken Institute 2024 Retirement Symposium discussed technology as an important tool to leverage when addressing issues of financial security and retirement readiness.

Service providers could charge a fee directly to an IRA owner for executing a transfer to their new qualified plan.

With new guidance from the DOL and IRS, employers have an opportunity to hit the ground running and adopt pension-linked emergency savings accounts this year.

Maine federal judge approves agreement reached between the Department of Labor and a Maine excavation company that was shuttered in 1991, terminating the plan. 

The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held since 2019.  

The proposal would implement a SECURE 2.0 provision intended to make it easier to transfer money between DC plans to limit leakage.

Republicans appeal to the U.S. 5th Circuit Court of Appeals, requesting it strike down the rule that permits environmental, social and governance factors to be considered when selecting...

Federal agencies are looking for comments on how to make overall improvements to the current disclosure and reporting system. 

The biggest costs would come from disclosure requirements related to rollover decisions, according to a survey commissioned by a financial industry group.

Transamerica names Dickinson director of participant engagement; Vestwell bolsters sales team; Voya names Leary to board.

Plan funding improved in most pension measures, despite the bond-market rally.

Boilermaker-Blacksmith National Pension Trust claims arbitrator Richard C. McNeill Jr. incorrectly ruled that GE satisfied the building and construction industry exemption. 

Some couples may need to have as much as $413,000 saved to afford premiums, deductibles and out-of-pocket drug costs in retirement, according to new EBRI data.

Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches fixed-indexed annuity product.

The document clarifies acceptable investments, the $2,500 limit and other items for the feature enabled by SECURE 2.0 legislation that is debuting this year.

The pension and investments manager expects de-risking strategies to remain attractive in 2024.

Plan sponsors should consider diversifying their fixed-income allocations in their investment menus, as well as exploring optional SECURE 2.0 provisions, to improve retirement readiness, according to MFS.

The Department of Labor filed a lawsuit against Blue Cross Blue Shield of Minnesota, claiming the third-party administrator became a fiduciary of the health plans by exercising control...

New MetLife data suggests that employers should re-evaluate their benefits strategies with this cohort’s needs in mind.

TIAA partners with hip-hop star Wyclef Jean on a new track to bring attention to the retirement gap.