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The Oshkosh Corp. is accused of permitting excessive recordkeeping fees and inappropriately favoring expensive active management funds in its retirement plan lineup.

A Texas couple has admitted to submitting more than 90 unauthorized distribution requests from some 20 retirement plans between 2014 and 2017.

It covers a wide range of topics, from budgeting to preparing for retirement.

Despite employers’ own financial strain, most are committed to expanding wellness programs to address increased employee needs during the pandemic.

Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited transaction issues that must be addressed.

A retirement tier is a range of products, solutions, tools and services to support participants who are near, entering or in retirement.

With account values down, income tax on amounts converted will be lower, if participants have the money to pay them.

A study finds there was $48 billion in penalized retirement plan distributions in 2010, and it raises the question of whether returned excess contributions should be thought of...

A new book, ‘COBRA Administration for Dummies,’ offers both simplified explanations and detailed descriptions for a number of COBRA topics.

Survey results reveal an opportunity for education about how to maximize the benefits of a health savings account (HSA), as most employees are not using one for retirement...

A federal judge said he cannot find that the interests of one subgroup of class members in the case have been adequately protected.

Teamsters for a Democratic Union (TDU) is calling for more pressure for the Senate to pass the latest relief package which includes ‘special partition relief’ for multiemployer pension...

The enhancement to its CoPilot service for small and startup plans also includes investment management from Wilshire Associates.

Prior to reaching the settlement agreement, the Neuberger Berman Value Equity Fund was removed as an investment option in the firm’s 401(k) plan.

Recent volatility has left the equity markets “looking a bit more in touch with the economic reality than they were a week ago,” one commentator says.

Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side; Penchecks elects new CEO; and more.

A forthcoming proposed regulation from the DOL is expected to address the topic of environmental, social and governance (ESG) themed investing in the context of tax-qualified retirement plans.

The average expense ratio decreased to 0.45% from 0.48% the year before, according to Morningstar.