Latest News

Participants receiving an email from plan sponsors can schedule virtual meetings with a Two West financial expert to address retirement plan account questions as well as broader personal...

“These are challenging times, unlike what most of us have ever seen,” says Pentegra President and CEO John Pinto.

According to the lawsuit, an unknown user accessed the plaintiff’s stock plan account by exploiting the ‘forgot password’ option and impersonating the plaintiff over the course of several...

The Treasury Department makes clear that the PPP offers help with employer contributions to retirement plans and toward health benefits for employees.

Plan sponsors can ‘opt-in’ to offer the provisions to participants.

Mercer adds health and benefits consultant in California office, and Ascensus names retirement plan VP for western division.

BNY Mellon expands investment lineup with ETFs, and American Century launches actively managed ETFs.

Firms that track DB plan funded status offer considerations for plan sponsors and note that how sponsors position themselves will determine future costs and contributions.

The recordkeeper is making the move in response to the CARES Act.

The firm is also offering free fiduciary and wellness services.

The retirement plan provider is waiving fees and accelerating transaction processing for those taking withdrawals or loans related to the COVID-19 pandemic.

The lawsuit alleged plan fiduciaries acted for their own benefit by forcing participants to choose among costly investments managed by JPMorgan and BlackRock.

Experts say firms are focused on making sure their business survives, hopeful that the economy will bounce back when the coronavirus is eradicated.

Decisions for 401(k) plan sponsors with company stock on their investment menus are different than those for sponsors of true ESOPs.

The retirement plan provider is waiving certain fees and has established a dedicated team to support participants in their decision making.

The firm is waiving fees related to participant hardship withdrawals and suspending fees for plan amendments made in response to the pandemic.

However, the case was sent back to a federal district court to determine whether ERISA’s church-plan exemption violates the Establishment Clause.

Only 5% of employers with self-funded health insurance already have a financial impact assumption, while 21% say they have begun modelling it, according to Mercer.