Proposed guidance by the Department of Labor (DOL) concerning the SECURE 2.0 Act’s provision requiring defined contribution (DC) plans to provide a paper benefit statement at least once annually could ...

Retirement plan participants who engage with advice and educational tools save at a higher rate than the average participant, and the more participants use the resources, the higher their average ...

Vogue even gave its seal of approval, including a piece in its spring issue revealing the Hollywood stars embracing the trend.

Independent investment and wealth management firm Cerity Partners on Wednesday announced that it is merging with Verus Investments, an institutional investment consulting and advisory firm.

Participation climbs to nearly 70% as employers expand education, continue contributions, and integrate financial wellness programs.

The companies cited their similar investment and client-centric cultures and “well-matched capabilities across public and private markets” as reasons for the deal.

While most of the forfeiture reallocation suits to date have been dismissed, a federal judge has embraced the “minority” position in keeping some of a 401(k)-forfeiture reallocation suit alive.

Though most of the 401(k) forfeiture reallocation suits to date have struggled to get past the motion to dismiss stage, a federal judge found plausible claims that fiduciaries violated their duty of ...

The SEC chair confirmed that he is exploring regulatory changes to expand access to private investments for retirement investors and that ERISA is an important tool to protect investors from the ...

In a case the plaintiff won — but that found no monetary damages, the plaintiff’s attorneys asked the court to grant them fees (and costs) of $7.9 million. Guess how much they got?

I recently stumbled across a report that claimed a “Massive Gap Between Participant and Attorney Recoveries in ERISA Lawsuits.” ...

Over time, though, policymakers have expanded pre-retirement access — often for very good reasons. Emergency access can give participants confidence to save. Knowing the money isn’t completely locked ...