News

The judge approved just one part of General Electric’s motion to dismiss an ERISA lawsuit alleging self-dealing, allowing seven counts to proceed to discovery.

Introduction of the bill follows a private letter ruling from the IRS in August in which it approved a plan sponsor's plan amendment to offer a student loan...

And the owners of traditional IRAs rarely withdraw from their accounts, according to ICI data.

LIMRA Secure Retirement Institute data shows single retirees feel less confident than married retirees; many say they want more professional financial advice.

According to Mercer, developing a “journey plan” that outlines the strategic policy choices to move a plan to its ultimate destination is a step many plan sponsors have...

Attorneys warn the “other shoe has dropped” in the SEC’s special Share Class Disclosure Initiative—and RIAs that did not self-report potential 12b-1 fee disclosure violations are now being...

In addition, two-thirds of those surveyed by the Transamerica Center for Retirement Studies say their most recent employers did “nothing” to help pre-retirees transition into retirement.

The appellate panel concluded that disputes of material fact exist as to the timing of the plaintiff’s actual knowledge of the alleged fiduciary breach, precluding summary judgment for...

As cases against MetLife, Pepsi and American Airlines have been filed, Groom Law Group questions whether these cases may present a new area of potential legal exposure.

SEC examiners are concerned that the way mobile and personally owned communications devices are used by advisers pose challenges in their meeting obligations under the Books and Records...

The university has pared down to 11 investment options in its 403(b) plan.

The program, described to "optimize wellbeing," launches at a time when employers are looking for more financial wellness platforms that better suit the needs of their employees. 

Prudential Financial looked at the financial health of Asians, Blacks, caregivers, Latinos, LGBTQ Americans and women.

The agency has included revised instructions regarding disaster relief to reflect recent changes made to PBGC’s practice.

The decision breaks from other cases in which district and appellate judges have found plaintiffs did not meet strict pleading standards established by the influential Dudenhoeffer decision.

DC plans are well positioned to significantly add to American’s financial security by adopting retirement income solutions that are currently available in the market today.

According to Cerulli research, the various parties involved in the implementation of an in-plan retirement income solution are often not on the same page about basic terminology and...

Stadion adds marketing VP to Maine office; TRA acquires Tennessee TPA firm; Marketing strategist joins Custodia; and more.