Vanguard will pay $29.5 million and agreed to changes in proxy voting to exit a suit brought by several “red state” Attorneys General for “illegally conspiring to manipulate energy markets.” The suit, ...

The Saver’s Credit was created under the Economic Growth and Tax Relief Reconciliation Act of 2001, took effect in 2002 and was made permanent by the Pension Protection Act of 2006, yet it is still ...

Criticism from academia and sweeping proposals from lawmakers mean the private-sector retirement savings system — and 401(k)s in particular — are increasingly at risk. Join us at the NAPA D.C. Fly-In ...

To modernize retirement plans for the private capital ecosystem, Carta announced that it is partnering with Morgan Stanley and Vestwell on a new, institutional-grade 401(k) offering. Dubbed the Carta ...

Yet another lawsuit has alleged that, “rather than acting with a singular focus on the needs of the Plan’s participants and beneficiaries, the Defendants ignored poor investment performance.” ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

The IRS is extending the applicability date of the proposed required minimum distribution (RMD) regulations until the distribution calendar year that begins no earlier than six months after final regs ...

A new excessive fee suit targets not only decisions on forfeiture reallocation, but also a decision to invest in “structurally opaque” collective investment trust target-date fund series.

In response to a Treasury Department Request for Comments concerning regulatory guidance for Trump Accounts, several industry groups offered feedback on various topics, including employer ...

Nearly five years in the “making,” and on the eve of a rare jury trial in ERISA litigation, the parties in a 401(k) excessive fee suit have come to terms.

To expand access to professionally managed retirement portfolios, Morningstar Retirement announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the ...

The Securities and Exchange Commission (SEC) proposed changes to regular reporting requirements for investment companies, including mutual funds. The SEC also postponed the implementation date for the ...