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Retirement & Pension

Full headline archive on retirement and pensions: pension funding, PBGC premiums, 401(k) policy, and DOL regulation. For original analysis, see the Life & Retirement practice area hub.

Recent Headlines Last 30 days

214 articles
Nationwide Retirement Solutions Expands Sales Leadership with Barbie Walsh
401k Specialist · 7h ago
Allianz Life: Americans Struggle With Shift From Saving to Spending in Retirement
Plan Adviser · 23h ago
CBiz Debuts PEP for Mid-Market Businesses
Plan Adviser · 23h ago
Ken Levine, RTX’s Head of Retirement Strategy, Retires
Plan Adviser · 23h ago
CBiz Adds PEP for Mid-Market Businesses
PLANSPONSOR · 23h ago
SEC Enforcement Deputy Director Departs Agency
PLANSPONSOR · 23h ago
Private Capital in DC Plans Could Top $1 Trillion by 2030: Deloitte
401k Specialist · Yesterday
RTX Retirement Strategy Head Ken Levine Retires
PLANSPONSOR · Yesterday
Most Employees Struggle With Confidence to Spend in Retirement, per Allianz Life
PLANSPONSOR · Yesterday
Busting 5 Key Myths About Auto Portability
401k Specialist · Yesterday
Inspector General Faults DOL for Weak Oversight of Common Interest Agreements
401k Specialist · Yesterday
Senate HELP Committee Delays Vote on Secretary of Labor Nominee
Plan Adviser · Yesterday
Senate HELP Committee’s Vote on Secretary of Labor Nomination Postponed
PLANSPONSOR · Yesterday
Product & Service Launches – 7/23/2026
Plan Adviser · Yesterday
DOL Lacked Safeguards for Common Interest Agreements, per Inspector General
Plan Adviser · Yesterday
DOL Watchdog: Department Lacked Oversight of Common Interest Agreements
PLANSPONSOR · Yesterday
Pontera Launches Bulk Rebalancing Tool to Streamline Workplace Retirement Plan Management
401k Specialist · 2d ago
DOL Brief Sides With Bristol-Myers in PRT Appeal
Plan Adviser · 2d ago
Wellington, Vanguard and Blackstone Eye Retirement Market in Next Phase of Newly Announced Alliance
401k Specialist · 2d ago
WTW Adds Deferred Pension Capabilities
Insurance Innovation Reporter · 2d ago
Equable Institute: U.S. Public Pensions Reach Best Funded Status Since 2009, But Remain $1.13 Trillion Short
Public plans hit 85% funded (81.2% in 2025) on 9.4% returns vs 6.9% target, yet still carry $1.13T unfunded.
Equable Institute (PR Newswire) · 2d ago
Retirees, Workers Regret Avoiding Retirement Savings Earlier in Career
401k Specialist · 2d ago
House Bill Would Limit Tax Breaks for Multimillion-Dollar Retirement Accounts
Plan Adviser · 2d ago
Lawmakers Introduce Bill to Curb Tax Breaks for Very Large Retirement Accounts
PLANSPONSOR · 2d ago
Wellington, Vanguard, Blackstone ‘Alliance’ Eyes ‘Retirement-Specific’ Products
Plan Adviser · 2d ago
DOL Anchors Wave of Briefs Backing Bristol-Myers in PRT Appeal
PLANSPONSOR · 2d ago
Retirement Takes Center Stage in Benefit Allocations, per BofA
Plan Adviser · 2d ago
End to Student Loan Payment Pause Yields Sharp Rise in Defaults
Plan Adviser · 3d ago
Social Security Administration Adds Online Tools, Notices for Disability Claims
PLANSPONSOR · 3d ago
Wyden, Neal Renew Push to Crack Down on $10M-Plus Retirement Accounts
401k Specialist · 3d ago
Senate Introduces Legislation Streamlining Form 5500 Reporting
401k Specialist · 3d ago
Labor Department proposes rule expanding disclosure e-delivery for employer plans
Healthcare Dive · 3d ago
Active Management in Uncertain Markets, Part 2: Why the Future of DC Investing May Be a Blend of Active and Passive
401k Specialist · 3d ago
Caregivers and Retirement: Findings From the 2026 Retirement Confidence Survey
34% of caregivers hold under $10K saved vs 25% of non-caregivers; 75% of low-income lack retirement confidence.
EBRI · 3d ago
TIAA: All Workers Should Account for Career Interruptions, Moves in Retirement Planning
PLANSPONSOR · 3d ago
Millennials Expect Retirement Delays Amid Career Disruptions, per TIAA
Plan Adviser · 3d ago
Average Retiree Could Pay Out $185K in Healthcare Costs
401k Specialist · 3d ago
ERIC Files Brief Backing Dismissal of Pepsi’s Tobacco Surcharge Case
Plan Adviser · 3d ago
Proposed Senate Bill Simplifies Form 5500 Filing
Plan Adviser · 3d ago
ERIC Urges 2nd Circuit to Uphold Dismissal of ERISA Tobacco Surcharge Challenge Against PepsiCo
PLANSPONSOR · 3d ago
Americans Report Increased Financial Confidence Despite Market Uncertainty
401k Specialist · 4d ago
Senators Propose Companion Version of Bill Simplifying Form 5500 Filing
PLANSPONSOR · 4d ago
Most Americans Fear Spending Their Retirement Savings
401k Specialist · 4d ago
Fidelity: Retiree Healthcare Costs Rise 7.25% From Last Year
PLANSPONSOR · 4d ago
Has the Restatement Deadline for 403(b) Preapproved Plan Documents Been Extended?
PLANSPONSOR · 4d ago
This Year’s Retirees to Spend $185K on Medical, Healthcare Costs, per Fidelity
Plan Adviser · 4d ago
Chime Launches Chime Invest to Expand Savings Opportunities
401k Specialist · 4d ago
Bipartisan Bill Wants Social Security Advisory Board to Offer Solvency Solution
Plan Adviser · 4d ago
Many Americans Saving Less for Retirement While Counting on an Inheritance
401k Specialist · 5d ago
Participants Struggle with Retirement Savings as They Prioritize Competing Factors
401k Specialist · 5d ago
Senate Bill Taps Social Security Advisory Board to Kickstart ‘Politically Difficult’ Reform
PLANSPONSOR · 5d ago
Active Management in Uncertain Markets: Navigating Risk, Volatility and Retirement Incomes: Part 1
401k Specialist · 5d ago
Strongpoint Partners to Collaborate on PEPs with The Finway Group
401k Specialist · 6d ago
New CRFB Estimate Shows Steep Cost of Social Security Inaction
401k Specialist · Jul 17
Plan Fiduciary Had Alleged Affair With Adviser, Now Faces ERISA Charges
Plan Adviser · Jul 17
Balancing Retirement Savings With Family, Financial Stability Concerns
Plan Adviser · Jul 17
Fiduciary Decisions Launches DCIO Benchmarking Suite
Plan Adviser · Jul 17
Judge Lets ERISA Claims Proceed Against Plan Fiduciary Accused of Affair With Adviser
PLANSPONSOR · Jul 17
Employees Trust Workplace Financial Advisors, but Most Aren’t Using Them
401k Specialist · Jul 17
Aviva and Age UK launch mid-retirement support pilot
Coverager · Jul 17
DC Employers Keen on Offering Alternatives
401k Specialist · Jul 16
Treasury, IRS Hear Case for Trump Account Auto-Enrollment
Plan Adviser · Jul 16
Employees Trust Advisers, but Doubt Retirement Readiness, per NFP
Plan Adviser · Jul 16
Endeavor Law Expands Employee Benefits Practice With ERISA Attorney Hire
PLANSPONSOR · Jul 16
Witnesses Ask IRS for Trump Account Auto-Enrollment, State Partnerships
PLANSPONSOR · Jul 16
Product & Service Launches – 7/16/2026
Plan Adviser · Jul 16
Academic Paper Lays Out Importance of Reforming Social Security Before Fund Depletion
Plan Adviser · Jul 16
SEC Promotes Electronic Delivery with Proposed Rule
401k Specialist · Jul 16
Plan Participants Believe They Need $1.2M to Retire, per Schroders
PLANSPONSOR · Jul 16
Savers Report Mixed Feelings with Retirement Confidence
401k Specialist · Jul 15
Schroders: Retirement ‘Magic Number’ Hovers at $1.2 M
Plan Adviser · Jul 15
Delaying Social Security Reform Risks Fiscal Instability
PLANSPONSOR · Jul 15
Retirement Industry Groups Want Northop Grumman’s Forfeitures Case Dismissed
Plan Adviser · Jul 15
Savers Rethink Retirement Planning as They Financially Support Family
401k Specialist · Jul 15
Employer, Business Groups Back Northrop Grumman in 4th Circuit 401(k) Forfeiture Appeal
PLANSPONSOR · Jul 15
Why ‘Auto Income’ is the Next Logical Default for Retirement Plans
401k Specialist · Jul 15
SSA Head, IRS CEO Bisignano to Lead Trump Account Expansion
PLANSPONSOR · Jul 15
Bisignano Adds Trump Account Expansion to SSA, IRS Leadership Roles
Plan Adviser · Jul 15
Employees Prefer to Lean On Employers for Retirement Planning, Survey Finds
PLANSPONSOR · Jul 15
Bipartisan Senate Bill Aims to Force Action on Social Security Solvency
401k Specialist · Jul 14
Employees Face Financial Stress as More Turn to AI for Support
401k Specialist · Jul 14
JP Morgan: Participants Willing to Hand Retirement Planning to Professionals
Plan Adviser · Jul 14
Alts Studies Find Widespread Adviser Adoption, Growing Sponsor Interest
Plan Adviser · Jul 14
Advisory Organic Growth Comes From ‘Will,’ ‘Skill,’ per Study
Plan Adviser · Jul 14
Retirement Industry Spotlights Women’s Retirement Security Day
401k Specialist · Jul 14
AT&T Seeks to Settle Pension Class-Action Lawsuit for $184M
Plan Adviser · Jul 14
AT&T Agrees to $184M Settlement in Retiree Pension Lawsuit
PLANSPONSOR · Jul 14
Even High Earners Struggle to Prioritize Saving, Vestwell Survey Finds
401k Specialist · Jul 14
Social Security COLA Projections Drop as Inflation Eases in June
401k Specialist · Jul 14
Can a Trump Account Be Included in a Retirement Plan?
PLANSPONSOR · Jul 14
Diversification’s growing importance in retirement planning
Insurance News Net - Annuity · Jul 14
401(k) Participants Want an ‘Easy’ Button: JPMAM Survey
401k Specialist · Jul 13
Bill for CITs in 403(b) Plans Backed by 30 Retirement CEOs
Plan Adviser · Jul 13
June Pension Funding Outcomes See Minimal Change
PLANSPONSOR · Jul 13
30 Retirement CEOs Back Senate Bill Permitting CITs in 403(b)s
PLANSPONSOR · Jul 13
401(k) Participants Pay ‘Wrong’ Debts First, per Vanguard
Plan Adviser · Jul 13
Vanguard: Paying Down Higher-Interest Debt, Maximizing Matching Contributions Lead to Best Retirement Outcomes
PLANSPONSOR · Jul 13
Voya, SinglepointAI Simplify Retirement Plan Onboarding with New Experience
401k Specialist · Jul 13
30 Industry Groups Urge Senate to Pass CITs in 403(b)s Legislation
401k Specialist · Jul 13
DOL Backs Intel in ‘Meaningful Benchmark’ Supreme Court Case
PLANSPONSOR · Jul 13
Hightower Grows Practice with Three Acquisitions
401k Specialist · Jul 12
Concurrent Announces Partnership with Potomac Financial Group
401k Specialist · Jul 11
Recordkeepers Prioritize PEPs to Spur Growth
Plan Adviser · Jul 10
DOL, ICI, ERIC Urge Supreme Court to Side with Intel
401k Specialist · Jul 10
Many 401(k) Participants Now Own SpaceX—Whether They Know It or Not
401k Specialist · Jul 10
DOL, American Benefits Council Back Intel in ERISA Case
Plan Adviser · Jul 10
PEPs Become Key Part of Recordkeepers’ Growth Strategy
PLANSPONSOR · Jul 10
Clients Want Advisers Who Know Estate Planning, per Survey
Plan Adviser · Jul 10
American Benefits Council Urges Supreme Court to Reject ERISA Claims Based Solely on Fund Underperformance
PLANSPONSOR · Jul 10
Delaware Lawmakers Approve Auto-Enrollment for State 457(b) Plan
Plan Adviser · Jul 9
AI Adoption Brings Client, Adviser Returns, per Studies
Plan Adviser · Jul 9
Delaware Auto-Enrollment Bill Passes Legislature
PLANSPONSOR · Jul 9
Most Women Lack Confidence in Managing Finances, per RIA Survey
Plan Adviser · Jul 9
EBRI: Financial Capability Linked With Workplace Financial Education Programs
Plan Adviser · Jul 9
Study Shows Correlation Between Financial Capability, Workplace-Based Financial Education
PLANSPONSOR · Jul 9
Product & Service Launches – 7/9/2026
Plan Adviser · Jul 9
Alight, BNY to Support Plan Administration with Latest Offering
401k Specialist · Jul 9
Bill Would Allow College Athletes to Contribute NIL Earnings to IRAs
401k Specialist · Jul 9
Russell Investments to Be Sold to B Capital, CalPERS
Plan Adviser · Jul 9
Goldman Sachs Becomes OCIO for $70B From Verizon, Lockheed Martin
Plan Adviser · Jul 9
Lockheed Martin, Verizon to Outsource DB and DC Investments to Goldman Sachs
PLANSPONSOR · Jul 9
Left Behind: The ‘Stranded Assets’ Hiding in America’s 401(k) Accounts
401k Specialist · Jul 9
AI Adoption Fuels Advisor-Client Engagement, Shows JD Power
401k Specialist · Jul 9
Voya to Offer Private Market Funds in Advisor Managed Accounts Program
401k Specialist · Jul 8
DOL Inspector General Calls for Stronger Oversight of Confidential Information
Plan Adviser · Jul 8
Prudential Adds Hueler Income Solutions as DC Option
PLANSPONSOR · Jul 8
What Advisers Look for in Wholesalers
Plan Adviser · Jul 8
Prudential Adopts Hueler Income Solutions for 401(k) Plan
Plan Adviser · Jul 8
Advisory M&A News – 7/8/2026
Plan Adviser · Jul 8
Annuities Reduce Retirees’ Financial Stress, Academic Paper Finds
Plan Adviser · Jul 8
Americans Expect to Retire with Half the Savings Experts Recommend: Survey
401k Specialist · Jul 8
Inspector General Finds DOL Lacked Oversight with Common Interest Agreements
401k Specialist · Jul 8
Strengthening Missing Participant Policies: What’s New?
401k Specialist · Jul 8
Retirement Plans’ New Reality: Workers Need the Money Now
PLANSPONSOR · Jul 8
Remembering Dr. Frank Sortino
401k Specialist · Jul 7
Intel Urges SCOTUS to Use ‘Apples-to-Apples’ Benchmark in ERISA Case
Plan Adviser · Jul 7
DOL Audit Yields Recommendations for 3 Agencies
PLANSPONSOR · Jul 7
Voya Adds Private Market Access to Managed Accounts
Plan Adviser · Jul 7
Intel Defends Investment Strategy in ‘Meaningful Benchmark’ Case Before SCOTUS
PLANSPONSOR · Jul 7
LPL Midyear Outlook: Diversification Key in Second Half of 2026
401k Specialist · Jul 7
Report Challenges Private Markets Push, Says 401(k) Plans Outperform Pensions
401k Specialist · Jul 7
Recordkeepers Look to Expand with PEPs in Coming Years
401k Specialist · Jul 7
Philly Approves Auto-IRA Bill, While Alaska Vetoes Similar Measure
Plan Adviser · Jul 7
Auto-IRA Bills Face Diverging Results
PLANSPONSOR · Jul 7
How Can a 403(b) Sponsor Get an Extension of its Form 5500 Filing Deadline?
PLANSPONSOR · Jul 7
Retirement Clearinghouse, Deloitte Expand Retirement Portability Services
401k Specialist · Jul 6
DOL Rule List Focuses on Alts, End of ESG
Plan Adviser · Jul 6
How to Pick a PEP
PLANSPONSOR · Jul 6
Treasury Releases App for Trump Accounts
Plan Adviser · Jul 6
Fiduciary Rules Top DOL’s 2026 Regulatory Agenda
PLANSPONSOR · Jul 6
Trump Accounts Launch Nationwide
PLANSPONSOR · Jul 6
Caregivers Voice Retirement Concerns as Many Struggle Financially
401k Specialist · Jul 6
Trump, Bessent Ring Stock Exchange Opening Bell to Promote Trump Accounts Launch
401k Specialist · Jul 6
What Does Fiduciary Review of Digital Assets Look Like?
Plan Adviser · Jul 6
Consolidated Audit Trail Revamp Backed by SIFMA, Investment Trade Groups
Plan Adviser · Jul 6
What Aspects of ERISA Fiduciary Duty Can Plan Sponsors Outsource?
PLANSPONSOR · Jul 6
Principal Expands Income Suite
401k Specialist · Jul 5
DCIIA, 401(k) Annuity Hub Publish Series of Papers on Retirement Income
401k Specialist · Jul 4
IRI Appoints Board Members, Franklin Templeton Commits to Trump Accounts
401k Specialist · Jul 3
The Return-to-Work Gap No One Plans For
Risk & Insurance · Jul 3
Retirees of All Income Levels Reduce Spending Over Time, per Study
Plan Adviser · Jul 2
Small Business Owners Need Wider Adviser Support, per Voya
Plan Adviser · Jul 2
White House Reviews DOL’s Alternate ESG Rule
Plan Adviser · Jul 2
Product & Service Launches – 7/2/2026
Plan Adviser · Jul 2
DOL’s Replacement ESG Rule Reaches White House
PLANSPONSOR · Jul 2
How and Why Advisers Should Study Up on Estate Planning
Plan Adviser · Jul 2
Candidly Adds AI Guidance for Trump Accounts, 401(k)s and Financial Wellness
401k Specialist · Jul 2
DOL Submits Revised ESG Rule to White House
401k Specialist · Jul 2
Parsons Corp. Sued for Alleged $28M Losses in 401(k) Plan
Plan Adviser · Jul 2
RCH Updates Missing Participant Policy Template
PLANSPONSOR · Jul 2
Trump Accounts Investment Lineup Released by Treasury Department
401k Specialist · Jul 1
Vanguard Taps T. Rowe Price to Advise Three Equity Funds
401k Specialist · Jul 1
Treasury Shares Investment Options for Trump Accounts
Plan Adviser · Jul 1
Treasury Announces Trump Account Investment Options
PLANSPONSOR · Jul 1
Parsons Sued Over Retirement Plan Fund, Alleging $28M in Losses
PLANSPONSOR · Jul 1
Nuveen, Principal Expand Guaranteed Income Access on ‘Bobby Bonilla Day’
401k Specialist · Jul 1
Sanford Heisler Sharp McKnight Files $28M ERISA Suit for Fund Mismanagement
401k Specialist · Jul 1
Plan Sponsors Look to Financial Wellness to Protect Against Growing Plan Leakage
PLANSPONSOR · Jul 1
More Tracks, More Benefits
PLANSPONSOR · Jul 1
Crafting Financial Wellness Programs That Excel
PLANSPONSOR · Jul 1
KKR eyes UK and European pension risk transfer tie-ups – report
Life Insurance International · Jul 1
Empower to buy Milliman’s retirement admin business for $340 million
Coverager · Jul 1
Plan Sponsor Survey Highlights Actionable Opportunities for You to Improve Confidence
401k Specialist · Jul 1
Why Does Gen Z Like Roth Plans?
Plan Adviser · Jun 30
Trump Taps Keith Sonderling to Lead Labor Department Permanently
401k Specialist · Jun 30
Empower to Buy Milliman’s Retirement and Health Plan Administration Businesses
PLANSPONSOR · Jun 30
Empower to Acquire Milliman Retirement Administration Biz for $340 Million
401k Specialist · Jun 30
Empower Set to Acquire Milliman Retirement Administration Business
Plan Adviser · Jun 30
Trump Names Keith Sonderling as Secretary of Labor Nominee
Plan Adviser · Jun 30
Trump Nominates Sonderling as Next Secretary of Labor
PLANSPONSOR · Jun 30
Sheri Fitts’ SWAY | LIVE Brings Personal Branding to Boulder in Early August
401k Specialist · Jun 30
Breaking: Empower to Acquire Milliman Retirement Administration Biz for $340 Million
401k Specialist · Jun 30
Beyond the Obligation: Transforming Retirement Spend Into Enterprise Value
PLANSPONSOR · Jun 30
Can 403(b) Sponsors Rely On SECURE 2.0’s Unenrolled Participant Notice Provision?
PLANSPONSOR · Jun 30
Ascensus Launches National 403(b) PEP for Nonprofits
PLANSPONSOR · Jun 30
Recordkeepers Prepare for Heightened Retirement Income Demand
PLANSPONSOR · Jun 29
The Next Roth Revolution May Be Happening Inside America’s 401(k)s
PLANSPONSOR · Jun 29
Vanguard Taps T. Rowe Price to Advise 3 Equity Funds
Plan Adviser · Jun 29
Ascensus Rolls Out National Nonprofit 403(b) PEP
Plan Adviser · Jun 29
IRS Eases Gift Tax Rules for Trump Account Contributions
401k Specialist · Jun 29
Ascensus Targets Nonprofit Market with 403(b) Pooled Employer Plan
401k Specialist · Jun 29
Janus Henderson Appoints Directors for Alts, OCIO, Insurance Client Coverage
Plan Adviser · Jun 29
DWC – The 401(k) Experts Taps Midwest Sales Consultant
401k Specialist · Jun 27
Public-Sector Workers Report Retirement Readiness, but Gaps Remain
PLANSPONSOR · Jun 26
UnitedHealth 401(k) Plan Forfeits Lawsuit to Continue
Plan Adviser · Jun 26
House Hearing Debates Trump Accounts’ Structure
Plan Adviser · Jun 26
Public Sector Workers Largely Retirement Ready, but Gaps Persist
Plan Adviser · Jun 26
White House Seeks $1B to Restore Delphi Pensions
PLANSPONSOR · Jun 26
House Hearing Spotlights Trump Account Fault Lines
PLANSPONSOR · Jun 26
Conflict-Free Retirement Advice Is the Future of Our Industry
Plan Adviser · Jun 26
IRI and ACLI Applaud CLEAR Forms Act
401k Specialist · Jun 25
Judge Allows Core Claims in 401(k) Forfeiture Complaint vs. UnitedHealth to Proceed
PLANSPONSOR · Jun 25
Retirement Confidence, Preparedness Remain, per BlackRock
Plan Adviser · Jun 25
Product & Service Launches – 6/25/2026
Plan Adviser · Jun 25
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