Latest News

Tax benefits and new credits aim to offset the cost of setting up new retirement plans and can be a ‘big win’ for plan sponsors.

Carl Gagnon, assistant vice president of global financial well-being and retirement programs at Unum Group, reflects on his tenure and provides insight into the future of plan design.

Experts react to the DOL’s report, which might mean more than first appearances show about the future of PRT rulemaking.

The TIAA Institute found that 86% of health care employees carry some form of debt, including about 24% with outstanding student loans. 

New York Life Institutional Taps Grieco to lead nonqualified compensation distribution; Nationwide appoints Rodriguez to lead institutional sales for retirement; OneDigital promotes Bailey to head Northeast; and more.

In a Fidelity survey, plan sponsors put increasing the catch-up contribution limit for participants aged 60 through 63 in the top 5 of provisions they may add.

SageView collaborates with Transamerica to launch Integrity Pooled Solutions; MyVest and Income Discovery launch a retirement income platform; Avantis offers a new small cap equity fund; and more.

The workshop, hosted by Vanguard, will focus on implementation of mandatory provisions like Roth catch-up contributions and super catch-ups.

The group that certifies financial professionals argues that the new rule will cover important regulatory gaps and not hinder investment advice for retirement savers.

House GOP spending proposal cuts all funding for the ESG rule and the Women’s Bureau

The iOme Challenge, sponsored by the TIAA Institute and the Women’s Institute for a Secure Retirement, encourages college students to have a voice in shaping retirement policy.  

Many Americans are positive about retiring, even though confidence has not fully recovered since 2023.

A Pennsylvania federal judge ruled that an expert witness to the plaintiffs was unreliable, dismissing the argument that the plan paid excessive fees to its recordkeeper Alight.

For employers, mailing COBRA notices by first-class mail to a former employee’s last known address is acceptable, Illinois federal court rules.   

Anxiety could keep investors from participating in equity market gains and growth, Schroders data shows.

The long-awaited report makes no recommendations for changes.

Plaintiffs' attorneys have the potential to use AI to identify and speed case selection.

Because of the power of automatic enrollment, 401(k) plans with less than 90% participation rates are ‘now in the minority.’ 

The multiemployer pension funds cover about 200,000 participants.