Behavioral biases reduce usage of income products that otherwise could help participants during the decumulation stage. However, there are steps recordkeepers and sponsors can take to account for ...

A meaningful benchmark — or lack thereof — has played a significant role in ERISA litigation of late. But a new appellate court decision offers a new perspective — in essence that you don’t need a ...

The Department of Labor on Thursday published an updated Spring 2025 regulatory agenda with approximately 20 guidance projects under the Employee Benefits Security Administration (EBSA) that are ...

The suit alleging “multiple breaches of fiduciary duties under the Employee Retirement Income Security Act” has picked up two additional plaintiffs — and a new co-counsel. The suit also stated that ...

A near $15 billion 401(k) plan has been sued for retaining “underperforming” investment options, including a target-date fund — allegedly costing participants more than $318 million. The 401(k) plan ...

Rollovers from defined contribution (DC) plans remain the dominant source of funding for individual retirement accounts (IRAs), accounting for nearly all (97%) traditional IRA inflows in 2022, and the ...

Acting Labor Secretary Keith Sonderling appeared Thursday before a Senate Health, Education, Labor & Pensions (HELP) Committee hearing to consider his nomination to be Secretary of Labor, where he ...

Vanguard on Wednesday morning announced that it has entered into a definitive agreement to purchase Altruist, an AI-forward wealth technology and custody platform serving financial advisors. ad space ...

Another 401(k) plan has been charged with a fiduciary breach quadfecta; excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option — and offsetting employer ...

Wait, did the SEC just weigh in on PEPs? If you work anywhere near pooled employer plans (PEPs), there’s a decent chance your inbox lit up the moment the U.S. Securities and Exchange Commission ...

Once again, which recordkeepers stand out? Who provides the best services, support, products, and processes? Few are better positioned to evaluate the numerous offerings now available than advisors, ...

The financial services firm announced on Monday that it has entered agreements on new retirement plan offerings and technology investments to boost financial access and education in the workplace. The ...