SunGard said it enhanced its Roth IRA analysis capabilities for its Wealth Station wealth management platform in order to accommodate new conversion rules.
The 8th U.S. Circuit Court of Appeals has vacated a district court's dismissal of a suit alleging Wal-Mart Stores, Inc. breached its fiduciary duties to 401(k) participants by...
PLANSPONSOR's annual survey of defined contribution plans and ratings of providers finds, among other things, wide use of financial advisers, but also finds that the smaller your plan,...
Those who were wondering when—or perhaps if—the issues raised in those revenue-sharing lawsuits would ever actually be tried got a strong, affirmative response last week.
A new analysis from the Center for Retirement Research at Boston College suggests the best way to boost 401(k) saving among minorities is to improve plan design and...
Family health problems have prompted an executive in Fidelity Investments’ workplace investing client management group to take a leave of absence starting at the end of the year,...
The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) has scheduled a fiduciary education seminar for December 8 in St. Louis.
Employees who rate their benefits communications as ‘highly effective’ reported having access to a wider range of communication options, from group meetings to e-mail messages to videos, according...
While exchange-traded-fund (ETF) assets will continue to grow rapidly, ETF providers see 401(k) accounts as a continued challenge, according to Cerulli Associates.
Fiduciary Benchmarks and Bdellium, designer of quantitative evaluation systems, have launched the Retirement Readiness Index (RRI) for 20,000 retirement plans.
With the new Roth Conversion laws set to go in place January 1, Fidelity Investments said it offers an online Roth IRA conversion calculator for its independent registered...
The state of Oregon has reached a $20-million settlement with MassMutual Financial Group's OppenheimerFunds Inc. of losses in a bond fund in the state's 529 college-savings plan.
More than 60% of Puget Sound-area residents in the state of Washington said they have delayed or plan to delay their retirement beyond their ideal age.
Transamerica Retirement Services has introduced a new mutual fund platform for retirement plans that includes target-maturity funds from three fund families, and has no proprietary fund requirements.