News

“As we enter 2018, the macro environment remains supportive for the fixed-income markets,” reports Voya Investment Management CIO of Fixed Income Matt Toms.

A recent speech given by SEC Commissioner Kara Stein highlights the shifting landscape of mutual fund reporting, and how emerging technologies are reshaping the way investors will compare...

They want help with investments, participant education and fiduciary responsibilities.

Alongside numerous proposed changes, employees who work for three consecutive years with at least 500 hours of service each year would have to be made eligible to participate...

The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.

Different limits and rules for retirement plans qualified in Puerto Rico may cause some operational issues for plan sponsors.

Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move...

The settlement includes $12 million in monetary contributions, along with mandated administrative changes and the appointment of an independent monitor for the investment lineup. 

Even though there is no typical stable value fund, heading into 2018 there have been three typical types of lawsuits filed against fiduciaries offering stable value funds, according...

A federal district court judge has dismissed the university’s motion for reconsideration of its previous motion to dismiss, while simultaneously granting a motion to stay the litigation process...

The lawsuit alleged Great-West Life & Annuity Insurance Company breached its fiduciary duty of loyalty under ERISA Sections 502(a)(2) and (3)—namely by setting predetermined interest rates artificially low...

The Wall Street Journal published an analysis this week suggesting “at least five governmental agencies have received fake comments challenging the agencies' rules,” including the Department of Labor;...

An appellate court found a divorce decree met all the requirements of a QDRO under ERISA.

DB plan sponsor clients may want to consider a strategy to reduce PBGC variable-rate premiums.

However, advice seeking increases with age, account balance and annual contribution level.

Besides revamping the public website, the participant and plan administration portals have also been enhanced.

Newly leveraged Employee Stock Ownership Plans that borrow a large amount may find that their deductible expenses will be lower.

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.