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Retirement & Pension

Pension funding, 401(k), PBGC updates, DOL regulations, and retirement plan news.

349 articles
⭐ Top Story
Target Date Fund Assets Surge to $4.8T as CITs Gain Market Share
401k Specialist · 1h ago
More Headlines
Younger Generations Eye Unconventional Asset Classes
PLANSPONSOR · 1h ago
Corporate Pension Funding Sees Mixed February Results
PLANSPONSOR · 1h ago
Appeals Court Reverses DC Plan Class Certification
Plan Adviser · 1h ago
Fourth Circuit Tosses Class Certification in Genworth 401(k) Fiduciary-Breach Case
PLANSPONSOR · 2h ago
DOL Won’t Fight Final Motion for Final Judgement in Second Fiduciary Rule Case
Plan Adviser · 5h ago
DOL Declines to Oppose Motion for Final Judgment in Second Fiduciary Rule Case
PLANSPONSOR · 5h ago
RCH Issues Vision for Retirement System Digital Clearinghouse
401k Specialist · 5h ago
TruStage Selects Wipro to Modernize Retirement Services
Insurance Innovation Reporter · 6h ago
Latest 2027 Social Security COLA Forecast Holds at 2.8%
401k Specialist · 8h ago
Healthcare of Ontario Pension Plan ILS allocation value rises 9% in 2025, to US $1.44bn
Artemis · 10h ago
DOL Pursues Final Ruling to Strike Down Fiduciary Rule
Plan Adviser · 10h ago
Clarification on Investment Options for Trump Accounts on Hold Amid Calls for Diversification
Plan Adviser · 10h ago
CalPERS ILS investments hit $1.451bn at YE 2025, with Tangency, Integral, Swiss Re allocations
Artemis · 14h ago
DOL Seeks Final Judgment in Vacating Fiduciary Rule
PLANSPONSOR · Yesterday
Trump Account Investment Options Not Yet Clarified Amid Calls for Greater Diversification
PLANSPONSOR · Yesterday
Nonparticipation Calls for More Communication, Education
PLANSPONSOR · Yesterday
Why Eligible Workers Are Sitting Out on Retirement Plan Contributions
Plan Adviser · Yesterday
Why Plan Sponsors Need a Clear Uncashed Distribution Check Policy
401k Specialist · Yesterday
OneDigital’s Secure Future PEP Goes National
401k Specialist · Yesterday
Why Millions of Eligible Workers Do Not Contribute to Their Retirement Plans: It’s Not What You Think
401k Specialist · Yesterday
Private Market Access Will Depend on Education and Transparency
Plan Adviser · Yesterday
Alight: 401(k) Trading Light in February, Early Days of Iran Conflict
Plan Adviser · Yesterday
The Underspending Dilemma
Plan Adviser · Yesterday
Retiring with Dignity: A Right Worth Fighting For
Plan Adviser · Yesterday
How Can a Plan Utilize the Roth In-Plan Rollover Correction Method?
PLANSPONSOR · Yesterday
401(k) Trading Remains Light Through February, Early March
PLANSPONSOR · 2d ago
Why Retirement Plan Specialists May Need to Broaden their Scope
401k Specialist · 2d ago
Younger Investors Turn to High-Risk Assets to Catch Up on Long-Term Savings
Plan Adviser · 2d ago
Why Are Retirees Underspending?
PLANSPONSOR · 2d ago
Retail Access to Private Markets Will Depend on Transparency, Education
PLANSPONSOR · 2d ago
How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
401k Specialist · 2d ago
Pension Insurance Corporation Names Michael Eakins as Incoming CEO
Insurtech Insights · 2d ago
Why Judgment is Now the Best Shield for 401(k) Specialists
401k Specialist · 2d ago
Pension Insurance Corporation names Mike Eakins as incoming CEO
Reinsurance News · 2d ago
EP Wealth Announces Partnership with Thompson Wealth Management
401k Specialist · 3d ago
Wealthspire Launches Family Office Platform
401k Specialist · 4d ago
Arizona Judge Does Not Dismiss ERISA TDF Lawsuit
Plan Adviser · 4d ago
IRS Issues Draft Regulations for Trump Accounts
Plan Adviser · 4d ago
Indiana Requires Crypto Investment Access for State DC Plans
Plan Adviser · 5d ago
Indiana Law Mandates Access to Crypto Investments for State Plan Participants
PLANSPONSOR · 5d ago
Rise in Hardship Withdrawals Behind Increase in Retirement Plan ‘Leakage’
PLANSPONSOR · 5d ago
Judge Allows ERISA Suit Over Discount Tire Retirement Plan Investments to Continue
PLANSPONSOR · 5d ago
Retirement Industry People Moves
PLANSPONSOR · 5d ago
Retirement Plan ‘Leakage’ Rises Slightly Due to Hardship Expenses
Plan Adviser · 5d ago
Trump Accounts Take Shape with New Treasury, IRS Guidance Today
401k Specialist · 5d ago
Crypto.com Launches IRAs, Prime Pensions Names CEO
401k Specialist · 5d ago
Retirement Industry People Moves – 3/6/2026
Plan Adviser · 5d ago
IRS Proposes Rules for ‘Trump Accounts’
PLANSPONSOR · 5d ago
Student Debt Reaches Not-so-Recent Graduates
Plan Adviser · 6d ago
Private Assets an Uncertain Certainty for DC Plans
Plan Adviser · 6d ago
Cushman & Wakefield Sued for Not Protecting Workers’ 401(k) From Climate Risk
Plan Adviser · 6d ago
Wealth Enhancement Acquires TFB Advisors
401k Specialist · 6d ago
Products & Services Launches – 3/5/2026
Plan Adviser · 6d ago
Products & Services Launches
PLANSPONSOR · 6d ago
NCPERS Names Public Pension Communicators of the Year
PLANSPONSOR · 6d ago
Complaint Alleges Cushman & Wakefield Failed to Protect Workers’ 401(k) From Climate Risks
PLANSPONSOR · 6d ago
Plan Sponsors Struggle Meeting Healthcare Expectations as Costs Rise
401k Specialist · 6d ago
Student Debt: Not Just a ‘Young Person’s Problem’
PLANSPONSOR · Mar 4
Americans Ready—but Not Prepared—to Retire
Plan Adviser · Mar 4
Small Businesses See 50% Boost in Retirement Plans Since 2020
Plan Adviser · Mar 4
‘How America Saves 2026’ Preview: Strong Market, Auto Features Power Record 401(k) Balances
401k Specialist · Mar 4
Vanguard: Plan Design, Participant Behavior Trends Remained Strong in 2025
PLANSPONSOR · Mar 4
Vanguard: DC Balances Hit New Highs in 2025
Plan Adviser · Mar 4
401(k), 403(b) Account Balances Hit Double-Digit Swings in 2025
401k Specialist · Mar 4
Fidelity: 401(k), 403(b) Balances See Double-Digit Growth for Third Consecutive Year
Plan Adviser · Mar 4
Double-Digit Growth Again for 401(k), 403(b) Balances
PLANSPONSOR · Mar 4
Industry Leaders Converging on Carlsbad for 2026 VCI 100 Summit
401k Specialist · Mar 3
BlackRock Trends Report Points to More Retirement Income, Participant Communication
Plan Adviser · Mar 3
Nearly Two-Thirds of HSA Holders Reported Using Accounts for Immediate Costs
PLANSPONSOR · Mar 3
PEPs by the Numbers
Plan Adviser · Mar 3
How Different Generations of Women Respond to Wealth Needs
401k Specialist · Mar 3
5 Forces Reshaping Retirement Led by Rise of the ‘Individualized Pension’
401k Specialist · Mar 3
NextEra Utility Giant Agrees to $8M Settlement in Employee Retirement Class Action
Insurance Journal · Mar 3
How Should Plans Calculate Service for 403(b) 15-Year Catch-up Elections?
PLANSPONSOR · Mar 3
Vanguard Reaches $29M Settlement in Proxy Voting Case
Plan Adviser · Mar 2
EBRI Survey: 61% View HSA as Savings Account
Plan Adviser · Mar 2
Women’s Retirement Confidence Dropped in 2025 Survey
PLANSPONSOR · Mar 2
Few Employers Consider Offering Trump Accounts
401k Specialist · Mar 2
Allianz Finds Women Less Confident About Retirement
Plan Adviser · Mar 2
PLANSPONSOR Roadmap: Fiduciary 101 Benchmarking Investments and Fees
PLANSPONSOR · Mar 2
Vanguard Settles With States for $29.5M in Coal Stock Manipulation Complaint
PLANSPONSOR · Mar 2
IRI Urges Congress to Mandate Lifetime Income Option in DC Plans
401k Specialist · Mar 2
Women Identify Themselves as CFOs of Their Households
401k Specialist · Mar 2
How the 401(k) Alts Debate Raises Fiduciary Stakes
PLANSPONSOR · Mar 2
How Does Outsourcing Affect Fiduciary Duties?
PLANSPONSOR · Mar 2
What Does It Mean to Be a Fiduciary?
PLANSPONSOR · Mar 2
Canada Life completes £80m pensions buy-in with Safeway Pension Scheme
Reinsurance News · Mar 2
Voya to Offer F&G Annuities in New Partnership
401k Specialist · Mar 1
Guardian Announces Avantos Partnership
401k Specialist · Feb 28
Retirement Industry People Moves
PLANSPONSOR · Feb 27
Trump Retirement Proposal Raises Major Policy Questions
401k Specialist · Feb 27
Being Proactive About Financial Wellness is Looking Different — And That’s OK
401k Specialist · Feb 27
ICI, DCALTA Partner to Promote Private Assets in DC Plans
PLANSPONSOR · Feb 27
Retirement Industry People Moves – 2/27/2026
Plan Adviser · Feb 27
DC Plans a Major Reason Many Americans Have Retirement Savings, per ICI
Plan Adviser · Feb 27
OneDigital Acquires Derse Morgen, Employee Fiduciary Expands Team
401k Specialist · Feb 27
Morningstar: Liquidity Top of Mind for Private Assets in DC Plans
Plan Adviser · Feb 27
Aon advises on pension risk settlement for Mouchel Business Services Scheme
Reinsurance News · Feb 27
Could Collective DC Be Next for US?
PLANSPONSOR · Feb 27
Workers Prioritize Emergency Savings, Sufficient Retirement Income: J.P. Morgan
401k Specialist · Feb 26
Products & Services Launches – 2/26/2026
Plan Adviser · Feb 26
The Growth of MEPs and PEPs
PLANSPONSOR · Feb 26
Products & Services Launches
PLANSPONSOR · Feb 26
Advisers Could Retain ‘Independent Contractor’ Status Under Proposed DOL Classifications
Plan Adviser · Feb 26
Trump Retirement Plan Proposal
401k Specialist · Feb 26
5 Reasons Why Bridging Retirement Savings Plan Gap is Crucial
401k Specialist · Feb 26
AT&T Agrees to Allow Shareholder Proposal Submitted by NYC Pension Funds
PLANSPONSOR · Feb 26
DOL Unveils Proposed Rule on Independent Contractors
401k Specialist · Feb 26
ICI, DCALTA Partner on Research, Education for Private Assets in 401(k)s
401k Specialist · Feb 26
Invesco Broadens DC Access to Private Real Estate with New CIT
401k Specialist · Feb 26
Retirement Account Balances See Another Rise in Q4 2025
401k Specialist · Feb 25
RCH Urges Plan Sponsors to Adopt Sound Uncashed-Check Resolution Policy
PLANSPONSOR · Feb 25
Nearly Half of Workers in Survey Unaware of Saver’s Credit
Plan Adviser · Feb 25
DOL: ESOPs Grew by More than 1M Participants in 10 Years
Plan Adviser · Feb 25
Employees Find DC Plans ‘Essential,’ per ICI
PLANSPONSOR · Feb 25
Kevin Murphy Named Retirement VP at Broadridge
Plan Adviser · Feb 25
Carta Launches 401(k) Retirement Solution for High-Growth Companies
PLANSPONSOR · Feb 25
Trump Announces New Retirement Plan in State of the Union Speech
Plan Adviser · Feb 25
Industry Groups Respond to Trump’s Retirement Plan for Workers Lacking 401(k) Access
401k Specialist · Feb 25
Trump Floats New Retirement Accounts in State of the Union
PLANSPONSOR · Feb 25
Gen Z, Millennials Share Need for Financial Advice
Plan Adviser · Feb 25
When Complexity Becomes Risk: Fiduciary Exposure in the Next Phase of SECURE 2.0
401k Specialist · Feb 25
Executive Q&A: Curtailing ERISA Litigation and Understanding Best Practices with Bonnie Treichel
401k Specialist · Feb 25
What Record Life Expectancy Means for Retirement
Plan Adviser · Feb 25
Trump Floats New Retirement Plan for Workers Without 401(k)s During State of the Union
401k Specialist · Feb 25
Target-Date Assets Grew 21% in 2025
Plan Adviser · Feb 24
DOL Proposal Requires Retirement Plans to Offer Yearly Paper Statements
Plan Adviser · Feb 24
IRS Postpones RMD Rules
Plan Adviser · Feb 24
Employees Link Retirement Plan Accessibility as Top Reason for Participating
401k Specialist · Feb 24
ESOPs Gained More than 1M Participants in a Decade, per DOL
PLANSPONSOR · Feb 24
Carta Partners With Vestwell, Morgan Stanley on Retirement Planning Service
Plan Adviser · Feb 24
Target-Date Assets Broke $5T in 2025
PLANSPONSOR · Feb 24
DOL Proposes Required Annual Paper Statements for Retirement Plans
PLANSPONSOR · Feb 24
IRS Delays Required Minimum Distribution Rules
PLANSPONSOR · Feb 24
TIAA, Nuveen Reach 1,000-Employer Milestone with Lifetime Income TDFs
401k Specialist · Feb 24
21% Rise in 2025 Tip Target Date Assets Past $5 Trillion Mark
401k Specialist · Feb 24
Carta Launches 401(k) Platform Using Morgan Stanley Consulting and Vestwell Technology
401k Specialist · Feb 24
TSP Bill Seeks to Prevent Fund from Investing in China
401k Specialist · Feb 24
What is Required When Executing a Salary-Reduction Agreement?
PLANSPONSOR · Feb 24
ESOP Participation Up 8% in Past Decade as DOL Expands Employee Ownership Push
401k Specialist · Feb 23
Utah Senate Signs Off on Retirement Plan Exchange Bill
401k Specialist · Feb 23
PLANSPONSOR Roadmap: Outsourcing and Provider Selection
PLANSPONSOR · Feb 23
Complaint Accuses Stifel of 401(k) Investment Mismanagement
Plan Adviser · Feb 23
Industry Groups Back Trump Accounts, Seek Further Guidance
Plan Adviser · Feb 23
Stifel Hit With 401(k) Investment Mismanagement Complaint
PLANSPONSOR · Feb 23
Industry Groups Weigh In on IRS Plan for Trump Accounts
PLANSPONSOR · Feb 23
Small Businesses Push Retirement Savings Access for 5.6 Million Employees
401k Specialist · Feb 23
The Pension Landscape in Asia
The Actuary Magazine · Feb 23
5 Ways to Keep Jerry Schlichter Away from Your 401(k)
401k Specialist · Feb 23
How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
401k Specialist · Feb 23
Fiduciary Services Group Buys Future Planning Associates
401k Specialist · Feb 22
Merit Financial Acquries GlennCo
401k Specialist · Feb 21
Financial Wellness Fuels Retirement Wealth Convergence
Plan Adviser · Feb 20
Liberty Mutual Settles 401(k) Excessive Fee Case for $13.4M
Plan Adviser · Feb 20
Trump Accounts Not Subject to ERISA: Industry Wants Certainty
401k Specialist · Feb 20
Liberty Mutual Agrees to $13.4M Settlement in 401(k) Excessive Fee Complaint
PLANSPONSOR · Feb 20
Retirement Industry Deals & People Moves – 2/20/2026
Plan Adviser · Feb 20
Retirement Industry People Moves
PLANSPONSOR · Feb 20
DC Plans Shift Toward Passive TDFs, Lower Fees
Plan Adviser · Feb 20
Sustained Growth, Fee Compression Drive DC Structural Evolution
PLANSPONSOR · Feb 20
DC Plans Involved in 63% of 2025 ERISA Litigation
Plan Adviser · Feb 20
Stifel 401(k) Plan Subject of New $134 Million ERISA Case Over Fund Performance
401k Specialist · Feb 20
TIAA, Capitalize Collaborate to Simplify Rollover Experience
401k Specialist · Feb 20
CFP Study Shows Its Advisers Linked to Stronger Financial Outcomes
Plan Adviser · Feb 20
Appeals Court: Multiemployer Pension Fund Cannot ‘Double Count’ Transferred Assets
Plan Adviser · Feb 19
Health Care System Settles Forfeiture Case for $42.7M
Plan Adviser · Feb 19
2nd Circuit Rejects Pension Fund ‘Double Counting,’ Eliminates $1.8M Liability
PLANSPONSOR · Feb 19
Providence Health Settles Forfeiture Complaint for $42.7M
PLANSPONSOR · Feb 19
Product & Service Launches – 2/19/26
Plan Adviser · Feb 19
Product & Service Launches
PLANSPONSOR · Feb 19
How Not to Get Sued 2026: Part 2
401k Specialist · Feb 19
How Not to Get Sued in 2026: Part 1
401k Specialist · Feb 19
Alta Trust and Morningstar Introduce 6 Multi-Manager Portfolio CITs
Plan Adviser · Feb 19
Retirees’ Health Care Costs Far Outpace Social Security COLA
Plan Adviser · Feb 19
Brokers Increase AI Use as Compliance Demands Grow
Plan Adviser · Feb 19
Alta Trust and Morningstar Launch Foundation Series CITs
PLANSPONSOR · Feb 19
Are Employers Getting Access to PBM Claims Data?
PLANSPONSOR · Feb 19
PIC completes £113m buy-in with the Sopra Steria Retirement Benefits Scheme
Reinsurance News · Feb 19
NYC Pension Groups Claim AT&T Violated Securities Law
Plan Adviser · Feb 18
Retirement Confidence Dips for Middle-Income Americans
401k Specialist · Feb 18
Advisory M&A News – 2/18/2026
Plan Adviser · Feb 18
PLANSPONSOR Roadmap: Understanding Plan Sponsors’ Fiduciary Duties
PLANSPONSOR · Feb 18
Healthcare Costs Climb on Multiple Fronts, Pressuring Employers and Retirees in 2026
PLANSPONSOR · Feb 18
Providence, former employee reach $43M settlement over 401(k) mismanagement class action
Fierce Healthcare · Feb 18
Confidence in Target Date Funds is a Mistake Waiting to Happen
401k Specialist · Feb 18
How Not to Get Sued: A 401(k) Specialist Deep Dive
401k Specialist · Feb 18
SEC Backs New FINRA $300 Limit on Gifts
401k Specialist · Feb 18
NYC Pension Funds Take Legal Action Against AT&T to Mandate Diversity Report Vote
PLANSPONSOR · Feb 18
Vestwell Raises $385 Million, Doubles Valuation
401k Specialist · Feb 18
Increased HR Workload Drives Employers Toward Integrated Benefits Platforms
Risk & Insurance · Feb 18
Short-Term Financial Pressures Slow Women’s Retirement Savings
Plan Adviser · Feb 18
DC Plans Trend to Passive TDFs as More Terminate Managed Accounts
401k Specialist · Feb 17
How Will Private Markets Exposure Impact Fiduciaries?
Plan Adviser · Feb 17
How Emergency Savings Accounts Can Help Women
PLANSPONSOR · Feb 17
Private Investments Could Put New Demands on Plan Fiduciaries
PLANSPONSOR · Feb 17
Pension Funding Levels Start Strong in 2026
PLANSPONSOR · Feb 17
Workers Using Side Hustles to Redefine Retirement
401k Specialist · Feb 17
Americans Remain at ‘Elevated Risk’ for Retirement Readiness: Index
401k Specialist · Feb 17
Social Security Claiming Strategies for High-Net-Worth Clients
CFA Institute · Feb 17
How Can a 403(b) Sponsor Correct Excess Elective Deferrals?
PLANSPONSOR · Feb 17
LIMRA Launches Lifetime Income Ad Campaign
Plan Adviser · Feb 17
The Appeal of—and Concerns About—Private Markets in DC Plans
Plan Adviser · Feb 17
Florida State pension invests $200m in Tangency Q/S fund, $200m in Nephila specialty vehicle
Artemis · Feb 16
Mission Wealth Integrates with RightPath
401k Specialist · Feb 15
StraightLine Partners with Financial Wellness Labs on Retirement Readiness
401k Specialist · Feb 14
RIA M&A Breaks Records in 2025
Plan Adviser · Feb 13
SEC Chair Atkins Updates House on Introducing Private Assets to DC Plans
Plan Adviser · Feb 13
Supreme Court Delays Intel 401(k) Hearing Until October
Plan Adviser · Feb 13
Retirement Industry Deals & People Moves – 2/13/2026
Plan Adviser · Feb 13
Are DC Plans Failing Retired Participants?
PLANSPONSOR · Feb 13
Supreme Court to Hear Intel 401(k) Complaint Next Term
PLANSPONSOR · Feb 13
SEC’s Atkins Supports Private Assets in DC Plans During House Hearing
PLANSPONSOR · Feb 13
Gen Z Prioritizes Financial Stability—From Romantic Decisions to ‘401(k) Mullets’
401k Specialist · Feb 13
House Republicans Launch Probe of CalPERS Over $330M Pension Fund Loss
PLANSPONSOR · Feb 13
BlackRock: US Voters Support More Retirement Investment Options
Plan Adviser · Feb 13
Retirement Industry People Moves
PLANSPONSOR · Feb 13
MissionSquare Launches SDBAs, $3.8B RIA Joins CAPTRUST
401k Specialist · Feb 13
Forecasters Predict 2027 Social Security COLA at 1.8% Or 2.8%
401k Specialist · Feb 13
RIA M&A Activity Spikes in 2025
401k Specialist · Feb 12
How Will Fee-Disclosure Rules Impact PBMs?
Plan Adviser · Feb 12
Product & Service Launches – 2/12/26
Plan Adviser · Feb 12
America250, ICI Team Up to Promote Investment Funds
Plan Adviser · Feb 12
US Annuities Reach Record $461B in Sales in 2025
Plan Adviser · Feb 12
ICI, America250 Partner to Promote Investment Fund Industry
PLANSPONSOR · Feb 12
LIMRA Launches Marketing Campaign
PLANSPONSOR · Feb 12
Products & Services Launches
PLANSPONSOR · Feb 12
Most DB Plans Intend to Lower Risk—Not Terminate
PLANSPONSOR · Feb 12
Lincoln Financial Retirement Plan Services Sees 8.6% Average Account Balance Increase in 2025
401k Specialist · Feb 12
Nuveen Acquires Schroders
401k Specialist · Feb 12
Empower Adds 500,000 Participants as Part of Record 2025 Earnings
401k Specialist · Feb 12
LIMRA launches the Lifetime Income Initiative
Insurance News Net - Annuity · Feb 12
Nuveen Offers to Acquire Schroders for $13.5B
Plan Adviser · Feb 12
Evolving Your Wealth Management Practice for 2026 and Beyond
CFA Institute · Feb 12
Dutch pension PFZW gets another $150m Vermeer Re dividend
Artemis · Feb 12
Voters Support Child Savings Accounts
401k Specialist · Feb 11
Attorneys Discuss Implications as PBMs Face Rebate Pass-Through Mandate, Fee-Disclosure Rules
PLANSPONSOR · Feb 11
Plan Sponsors Warm Up to Super Catch-Up
PLANSPONSOR · Feb 11
NQDC Plan Participation Hits New Heights
Plan Adviser · Feb 11
Judge Dismisses Complaint Against Vanguard Over Transfer Fees
Plan Adviser · Feb 11
SECURE 2.0 Adoption Trends: Plan Sponsors Lean Into Enhanced Catch-Up Contributions
401k Specialist · Feb 11
Advisory M&A News – 2/11/2026
Plan Adviser · Feb 11
Emergency Savings Tools Linked to Higher Plan Participation
401k Specialist · Feb 11
Cerity Partners to Merge with Verus to Expand Investment Capabilities
Plan Adviser · Feb 11
Convicted Money Manager Running for Congress in New Jersey
PLANSPONSOR · Feb 11
A Fiduciary’s Guide to CITs: 4 Common Misconceptions
401k Specialist · Feb 11
Don’t Let Politics Sway Decisions Over Private Markets in DC Plans
PLANSPONSOR · Feb 11
PIC closes £155m buy-in for Vistry’s Final Salary Pension Schemes
Reinsurance News · Feb 11
District Court Allows 401(k) Forfeiture Case to Go to Trial
Plan Adviser · Feb 10
Kaiser to Pay $28M in Mental Health Care Settlement With DOL
PLANSPONSOR · Feb 10
Judge Allows 401(k) Forfeiture Complaint Against Illinois Tool Works to Proceed
PLANSPONSOR · Feb 10
Building Adviser Confidence With Charity Planning
Plan Adviser · Feb 10
Retirement Savings Concerns Rising Among Current, Pre-Retirees
Plan Adviser · Feb 10
MassMutual Adds New Riders to Annuity Portfolio
Plan Adviser · Feb 10
Bench Trial Ordered for Nationwide ERISA Case
Plan Adviser · Feb 10
District Court Sends Nationwide 401(k) Fee Complaint to Trial
PLANSPONSOR · Feb 10
Attracting ‘Top Talent’ With Peanut Butter
401k Specialist · Feb 10
Lump Sum Longevity Falls as Lifetime Income Interest Rises
401k Specialist · Feb 10
Altruist Includes Tax Planning on AI Platform for Advisers
Plan Adviser · Feb 10
Generations List Differences in Financial Goals
401k Specialist · Feb 10
Half of retirees fear running out of money, MetLife finds
Insurance News Net - Annuity · Feb 10
155 ERISA Fiduciary Lawsuits Filed in 2025 as Litigation Broadens
401k Specialist · Feb 10
Planning for a retirement that could last to age 100
Insurance News Net - Annuity · Feb 10
1 in 4 Small, Midsize Business Owners Met With Financial Advisers Last Year
Plan Adviser · Feb 10
Can a Plan Participant Name a Charity as Beneficiary?
PLANSPONSOR · Feb 10
‘Next-Gen’ CIT for 401(k) Market Coming in Q2 from Apollo, Schroders
401k Specialist · Feb 9
Light 401(k) Trading Trend Continues Into 2026
Plan Adviser · Feb 9
401(k) Trading Light in January After Historically Quiet December
PLANSPONSOR · Feb 9
2 ERISA Complaints Settled by Ricoh USA for $1.75M
Plan Adviser · Feb 9
Nearly Half of Advisers Show Increased Interest in Model Portfolios
Plan Adviser · Feb 9
DC Savings Drove Global Pension Growth in 2025
PLANSPONSOR · Feb 9
Rethinking Household Asset Allocation Under Capital Constraints
CFA Institute · Feb 9
Schroders, Apollo Announce Wealth, Retirement Investment Product Partnership
Plan Adviser · Feb 9
Americans Without Access to Workplace Retirement Plan Probably Not Saving at All
401k Specialist · Feb 9
Ricoh USA Settles Pair of ERISA Complaints for $1.75M
PLANSPONSOR · Feb 9
Merit Establishes Michigan Office with TL Financial Group Acquisition
401k Specialist · Feb 8
Beacon Pointe Acquires Three RIAs
401k Specialist · Feb 7
Retirement Account Balances Often ‘Are Far Too Low’ For a Secure Retirement
PLANSPONSOR · Feb 6
What a PEP Changes — and What It Doesn’t — for Employers
PLANSPONSOR · Feb 6
Census Data Shows Severe Lack of Retirement Savings Among Employees
Plan Adviser · Feb 6
Form 5500 Filing Simplification Act Introduced in House
Plan Adviser · Feb 6
Retirement Industry Deals & People Moves – 2/6/2026
Plan Adviser · Feb 6
Retirement Industry People Moves
PLANSPONSOR · Feb 6
Lawmakers Introduce Bill to Simplify Form 5500 Reporting
PLANSPONSOR · Feb 6
TDF Investors Report Less Stress About Reaching Retirement Goals
PLANSPONSOR · Feb 6
Wait Continues for DOL Proposed Rule on Alternative Assets
401k Specialist · Feb 6
Bipartisan Bill Seeks Uniform Form 5500 Filing Deadline
401k Specialist · Feb 6
Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship
401k Specialist · Feb 6
Congress Passes PBM Price Disclosure Measures
Plan Adviser · Feb 6
Aon Agrees to $15 Million Settlement With Pennsylvania Teachers
Insurance Journal · Feb 6
PBM Disclosure Push Intensifies as Congress Acts
PLANSPONSOR · Feb 5
Why Data Integrity Matters for Plan Sponsors
PLANSPONSOR · Feb 5
Product & Service Launches
PLANSPONSOR · Feb 5
Product & Service Launches – 2/5/2026
Plan Adviser · Feb 5
Rising Healthcare Costs Threaten Retirement Income
401k Specialist · Feb 5
TDFs Increase Retirement Confidence
Plan Adviser · Feb 5
‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
401k Specialist · Feb 5
Where AI Ends and Investment Judgment Begins
CFA Institute · Feb 5
TDF Investing Linked to Upticks in Retirement Confidence
401k Specialist · Feb 5
Candidly 2025 Data Highlight $2.3B in Projected Student Debt Impact
PLANSPONSOR · Feb 5
Savi Acquires Fiducius to Grow Employer Reach
401k Specialist · Feb 5
Aon Agrees to $15 Million Settlement With Pennsylvania Teachers
Claims Journal · Feb 5
ERISA Settlements Provided $68 per Plaintiff in 2025
Plan Adviser · Feb 4
Ex-Wife Awarded Deceased Partner’s Retirement Plan Assets
Plan Adviser · Feb 4
401(k) Settlements Highlight ERISA Litigation Divide
PLANSPONSOR · Feb 4
7th Circuit Awards Deceased Worker’s Retirement Plan Assets to Ex-Wife
PLANSPONSOR · Feb 4
Capital Market Assumptions Suggest Stretched Equity Valuations
Plan Adviser · Feb 4
What This Year’s Capital Market Assumptions Mean to Plan Sponsors
PLANSPONSOR · Feb 4
Advisory M&A News – 2/4/2026
Plan Adviser · Feb 4
8 Telling Takeaways from 2 New Emergency Savings Surveys
401k Specialist · Feb 4
Offering Student Loan Benefits Could Add $200K to Retirement Savings
401k Specialist · Feb 4
Doubts About AI Persist Among Advisers, May Contribute to Slow Adoption
Plan Adviser · Feb 4
Three Risks of Relying on the S&P 500 in Retirement Planning
CFA Institute · Feb 4
Women Struggle Saving for Retirement While Handling Finances
401k Specialist · Feb 3
Digital Asset Market Structure Bill Moves Forward Following Senate Committee Vote
Plan Adviser · Feb 3
Industry Groups, Former DOL Officials Back Lockheed in PRT Dispute
Plan Adviser · Feb 3
More Than Half of Recent Retirees Report Regrets Over How They Saved for Retirement
Plan Adviser · Feb 3
EBSA Reclaimed $1.4B for Retirement Plans in Fiscal 2025
Plan Adviser · Feb 3
529, ABLE Accounts Maintain Upswing in Q4 2025
PLANSPONSOR · Feb 3
Advisors Look to AI for Client Outreach
401k Specialist · Feb 3
EBSA Says It Recovered $1.4B for Retirement Plans in Fiscal ’25
PLANSPONSOR · Feb 3
Regrets, They Have a Few: Recent Retirees Wish They Did More to Save
401k Specialist · Feb 3
Record U.S. Life Expectancy Raises Bar for Retirement Readiness
401k Specialist · Feb 3
2026 PS Webinar: Benchmarking Your Plan—Using Data to Stay Competitive
PLANSPONSOR · Feb 3
Are There Legislative Efforts Pending That Could Permit CITs in 457(b) Plans?
PLANSPONSOR · Feb 3
Former DOL Officials, Industry Groups, Back Lockheed PRT Plaintiffs
PLANSPONSOR · Feb 2
DOL Proposes Rule for PBMs to Disclose Fees to Fiduciaries
Plan Adviser · Feb 2
DOL Backs Employers Again, Escalates Warning in Forfeiture Cases
Plan Adviser · Feb 2
Envestnet Names Jonathan Listra as Chief Growth Officer
Plan Adviser · Feb 2
DOL Issues Starkest Warning Yet in Fourth Forfeiture Amicus Brief
PLANSPONSOR · Feb 2
Financial Wellness, Technology to Shape Workplace Innovation
401k Specialist · Feb 2
DOL Proposal Targets PBM Disclosure Information
PLANSPONSOR · Feb 2
Vanguard Cuts Fees Again, Lowers Average Expense Ratio to 0.06%
401k Specialist · Feb 2
District Court Dismisses ERISA Complaint Against Bayada
Plan Adviser · Feb 2
How MEP, PEP Growth Influences Retirement Industry Roles
PLANSPONSOR · Feb 2
Why 1 Law Firm Picked a PEP
PLANSPONSOR · Feb 2
Strength in Numbers: Plan Sponsors Increasingly Open to Joining PEPs, MEPs
PLANSPONSOR · Feb 2
Vanguard Lowers Expense Ratios on 52 Funds for Retirement Plans
Plan Adviser · Feb 2
How and Why Pension Funds Use Derivatives
ISDA · Feb 2
Vanguard Cuts Fees on 52 Retirement Plan Funds
PLANSPONSOR · Feb 2
EBSA Recuperates $1.4B to Employee Benefit Plans, Participants, and Beneficiaries
401k Specialist · Feb 2
Market-Based Cash Balance Plans to Receive New Accounting Treatment
Plan Adviser · Feb 2
T. Rowe Price Launches New ETF
401k Specialist · Feb 1
Workers Increasingly Fall Back on Retirement Savings in Emergencies
PLANSPONSOR · Jan 30
FASB Clarifies Accounting Treatment for Market-Based Cash Balance Plans
PLANSPONSOR · Jan 30
Federal Judge Dismisses ERISA Excessive Fee Complaint Against Bayada
PLANSPONSOR · Jan 30
Economic Unease Drains Retirement Savings
Plan Adviser · Jan 30
Retirement Industry Deals & People Moves – 1/30/2026
Plan Adviser · Jan 30
Defined Contribution Top Trends for 2026: What Plan Sponsors Need to Get Right
CFA Institute · Jan 20
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