Pontera, the fintech company that helps retirement savers access professional 401(k) account management from their financial advisor, has announced a new strategic partnership with 401GO that will ...

A long-running excessive fee suit involving a university 403(b) plan – is, incredibly, still running – but won’t have a jury trial, according to a new federal court ruling.

Well, here we are again at the end of yet another workweek … and yet, just look at what has happened to these guys and ...

In what may be a final effort before the elections, the Republican-led House of Representatives on Sept. 18 approved legislation to prevent the use of environmental, social and governance (ESG) ...

A recent call with a financial advisor in Utah is representative of a common question on foreign earned income. The advisor asked: “Do we need to add a participant’s foreign earned income to their U.S ...

A new study that evaluates viewpoints on key retirement and investment trends from 35 leading consultant and advisory firms finds that more defined contribution (DC) plan sponsors apparently are ...

Another national employer has been sued for a fiduciary breach in its use of plan forfeitures – with some significant differences in the specific allegations.

The Settlement Agreement also proposes to allocate no more than $1,133,220 (33 1/3% of the Gross Settlement Amount) for the payment of attorneys’ fees, and Plaintiffs’ Case Contribution Awards of no ...

Considering recent court decisions and the varying agency definitions of fiduciary, an SEC advisory panel plans to examine the differences and possibly consider whether additional guidance is needed.

New research puts a new twist on “A Wonderful Life” – answering the question, what if there hadn’t been an ERISA?

Coming only days after the IRS provided its seal of approval for such an arrangement, global advisory firm WTW announced the launch of a new solution to provide employees with expanded flexibility in ...

What are some of the most significant developments affecting retirement plans, and what role has ERISA played in allowing for the continued evolution and innovation of providing benefits?