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During the first quarter of 2020, most Vanguard investors saw declines in wealth, but over three years, 89% of DC and 76% of retail households had increases in...

The agency published an issue snapshot explaining special catch-up contribution rules after issuing a program letter saying such contributions will be a focus of examinations.

Nearly half of the endowments and foundations surveyed indicate an annual loss tolerance of only 5% or less, a figure far exceeded when their portfolios are run through...

State and local tax treatment of coronavirus-related distributions from retirement plans may be different from federal tax treatment.

More than one-quarter are extremely or very concerned, according to Fidelity.

Important differences suggest that a look at DC plan participant actions during the Great Recession may not offer insight into what they’ll do during this crisis.

The plan in question in smaller than many that have been subject to excessive fee litigation, underscoring the trend that smaller plans are also potential targets for class...

The draft legislation also includes a proposed extension of amortization of required annual funding amounts for single-employer pensions.

The agency has also announced an increase in the FSA carryover amount.

The benefits of keeping assets in the plan should be communicated to retirees, and plan sponsors should adjust design to accommodate income strategies.

The second suit, filed on behalf of participants rather than plan sponsors, largely mirrors the first in its allegations of prohibited transactions, excessive fees and other fiduciary breaches

Sources say volatility will continue for pensions, and risk remains in equity markets.

There were more days when 401(k) participants moved into equities than fixed income.

There were discussions to include proposals for multiemployer pensions in previously passed coronavirus relief bills, but efforts fell apart.

FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.

New data shows that the coronavirus pandemic is having a negative effect on small business employees, especially women, only adding to their retirement savings shortfall. 

Instituted in response to the coronavirus pandemic, the dual paper and electronic filing policy will remain in effect until the revenue procedure is modified or superseded.

Capital Group launches fund invested in sectors of the credit spectrum; Domini introduces Sustainable Solutions Fund; Northern Trust enhances Online Report Center; and more.