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The banking company has been accused of using forfeited funds for its own benefit by funding future employer contributions.

Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.

President-elect Donald Trump will get to nominate a new candidate for the director position.

The annual cap rises from the previous $100,000 limit.

American Benefits Council promotes Johnson to president; Nationwide names new annuities distribution head; AARP appoints Minter-Jordan new CEO; and more.

Six investor advocacy groups wrote that allowing 403(b) plans to invest in collective investment trusts would put the ‘most vulnerable’ retirement savers at risk, according to a recently...

Future Capital integrates its 401(k) platform with SS&C; LeafHouse announces launch of Alta Trust’s CIT; Endeavor Retirement debuts resources for fiduciaries and participants; and more.

Principal’s incoming CEO discusses the trend of recordkeeper consolidation, helping small and midsize employers offer retirement plans, and her thoughts on the recent election.

Despite declining plan assets and weak investment returns, the first increase in discount rates since April helped funds gain ground in October.

A new academic paper found that automatic features, while a net positive, are not producing the long-term wealth formation some experts had expected.

EBSA head says she is likely on a ‘farewell tour,’ speaking Tuesday at the PLANADVISER 360 conference.

This is the fifth time since 2019 that the Supreme Court has refused to consider the issue.

Strable, named president in August, will take the top job from Dan Houston, effective January 7.

The industry will see further consolidation, with winners innovating for advisers and participant services, according to the head of the recordkeeper, asset manager and insurer.

In all impacted areas, relief ends on May 1, 2025.

The bank’s retirement plan committee faces a complaint for alleged misuse of forfeited plan funds.

Jacques Chappius named president, CEO of PGIM; Schroders appoints Americas CEO from within; Wagner Law adds cybersecurity attorney; Cetera Financial’s CEO to retire; and more.

Only 12% of employers in a recent Willis Towers Watson survey reported looking to increase their contributions to defined contribution plans over the next two years.

The IRS is encouraging taxpayers to take advantage of flexible spending arrangements in 2025, with contribution limits set at $3,300. 

Axos Clearing, Envestnet partner to deliver managed account solutions; Pontera offers access to Envestnet’s BillFin solution; Jackson increases access to RILA product through distribution partnership with JPMorganChase; and...