News

Aegon Asset Management Announces Global Integration; Avantis Investors Launches Additional Mutual Funds; and Vanguard Creates New International Bond Index Fund.

This year’s required amendments list touches on the new hardship withdrawal standards and a new regulation impacting certain hybrid defined benefit plans.

If the Fed continues to cut interest rates, sources say, stable value funds will likely prove to be superior in comparison with money market funds.

HELPER Act would allow Americans to annually take up to $5,250 from a 401(k), 403(b), 457 plan or IRA—tax and penalty free—to pay for college or pay back...

PIMCO is now in the process of reimbursing investors affected by the miscalculation.

The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement.

With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan...

Supporters of the Massachusetts proposal say the state-based regulations will be far more effective in tamping down on brokerage industry conflicts of interest compared with the national Regulation...

Companies with more than one employee can save up to $995 in set-up costs for a new 401(k) plan.

As the appellate decision explains, ownership percentages are less important than organizations’ operating structures when determining withdrawal liability from a multiemployer union pension.

The SEC tackles this question and others in a new FAQ publication about the Regulation Best Interest rulemaking package, as does Morningstar in a new paper that examines...

The Center for Retirement Research says the reduction for claiming early is currently too large while the increase for claiming late is about right.

The software is being offered to financial professionals in three different membership tiers.

Ascensus to acquire employee benefits consulting firm; Multiple hires and promotions at Mutual of Omaha Retirement Services; and Unified Trust...

Jason Shapiro notes that some DC plan participants may stay in their plan after retirement and rely on TDFs’ asset allocation for retirement income for possibly 30 years...

While the GDPR does not directly address U.S. benefit plans, it should be of particular interest to defined contribution plan sponsors and their service providers because they hold...

The court docket shows that, prior to the Notice of Settlement, the court had granted the plaintiff extended time to file his amended complaint.

Morningstar examines 2019 proxy voting data in the emerging age of ESG.

The high court's decision lets stand a ruling that Great-West, as a non-fiduciary party in interest was not liable for alleged ERISA violations.