News

EvoShare and intellicents are offering a program that will put cash back on purchases into retirement and other savings accounts.

One analyst argues the landmark legislation’s lifetime income disclosure requirement may prove to be more influential than the annuity selection safe harbor.

IHS Markit adds MSCI ESG ratings and HarbourVest offers private equity with Vanguard.

UPS is not the first national employer to be accused of using outdated mortality tables and interest rate estimates in order to shortchange certain pension beneficiaries.

A federal judge found Voya is a fiduciary with respect to the 404a-5 participant fee disclosures it provides for the retirement plan in which the plaintiff participates.

Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.

The original lawsuit accuses Principal Financial Group of violating ERISA by setting the crediting rate for a guaranteed investment contract (GIC) such that it can “retain unreasonably large...

A federal court has ruled that the University of Pittsburgh Medical Center’s lawsuit against CBIZ should not be dismissed as a matter of summary judgment.

After 15 years of litigation, a new ruling has been filed in the case by the U.S. 2nd Circuit Court of Appeals, remanding the case once again to...

Health care planning meets retirement investing in the latest significant acquisition to hit the registered investment adviser community—the purchase of Resources Investment Advisors by OneDigital.

A refinancing program provided through CommonBond is available to people who have access to MassMutual’s retirement plans, voluntary benefits or both.

Miracle Mile Advisors hires investment expert; Empower Retirement selects asset management SVP and head; Employee benefits partner joins Dechert LLP;...

Bradford P. Campbell, with Drinker Biddle, recently discussed specific requirements for open MEPs, now called pooled employer plans (PEPs), included in the SECURE Act.

The lawsuit resembles many others that have been filed under the Employee Retirement Income Security Act (ERISA), suggesting an employer permitted excessive recordkeeping and mutual fund fees in...

In a statement to their clients, it was noted that Bob DiMeo, managing partner of DiMeo Schneider, and Mark Wetzel, president of Fiduciary Investment Advisors, have known each...

State Street Global Advisors makes changes to ETF suite, and Nationwide launches income solution ETF.

More than six years of litigation have preceded the announcement of a proposed settlement agreement in Hunter v. Berkshire Hathaway.