News

A federal appellate court has sent a case back to a district court because the district court’s decision was made before a significant U.S. Supreme Court ruling.

U.S. Retirement Partners (USRP) reported that it has acquired Kades-Margolis Corporation (KMC), which will join USRP’s national network of 403(b) providers.

The IRS has provided answers to questions received about the new single-distribution rule for rollovers from retirement plans.

A new company is providing a new way to benchmark fees paid by retirement plans.

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.

Acquisition of New York Life’s RPS business accelerates John Hancock’s expansion into the mid-case and large-case retirement plan markets.

Given relatively expensive domestic equity market valuations and historically low developed market interest rates, institutional investors...

A U.S. Congressman has introduced a bill to encourage small businesses to offer retirement plans for employees.

Recent reports have claimed health savings accounts (HSAs) can be a useful additional tool for retirement saving. But, how feasible is it that employees can accumulate savings in...

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

The GAO recommends an alternative to rolling over small retirement plan balances to individual retirement accounts...

The investment management firm F-Squared Investments has agreed to pay $35 million and admit wrongdoing to settle fraud charges brought by the Securities and Exchange Commission (SEC).

Brendan Gundersen has joined Mainstay Investments as a managing director to head the firm’s institutional intermediary channel.

An interactive Retirement Wellness Planner from the Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.

An updated IRS web page tells retirement plan sponsors how to correct the mistake of using...

The Internal Revenue Service offers one-page checklists to help with reviewing retirement plan operations.

Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.

With invigorated provider interest and new guidance from key regulators, 2014 turned out to be an important year for annuities in employer-sponsored retirement plans.

For plan sponsors with more than 100 participants, one the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial review.

Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution plans should take over the next year.