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An NCEO report provides details about DOL investigations and litigation against ESOPs and provides considerations for ESOP valuations.

The Aspen Institute Financial Security Program lays out ways industry leaders and policymakers can improve Americans’ retirement outlook, including expanded access to plans and help with emergency savings.

Fixed income investments remain valuable for retirement plan participants, but with a “new normal” of lower interest rates and increasing longevity, they need to reconsider allocations.

The new rule would offer a safe harbor for sponsors that want to make retirement plan disclosures available on websites.

A better understanding of longevity can help employees plan for investment strategies in retirement and health care expenses, among other things.

Attorneys explain that one order attempts to limit the force and effect of sub-regulatory guidance and the other would limit enforcement when no clear guidance exists.

According to John Hancock’s research, debt is one of the most significant indicators for financial stress, and most people are dealing with some kind of debt.

A client alert says the SEC has sent letters to companies that administer 403(b) and 457 retirement plans asking for various details about plan investment decisions.

This protection by the PBGC is one reason for a string of lawsuits that challenge other nonprofit healthcare systems’ retirement plans’ status as “church plans” under ERISA.

Principal and Wells Fargo leadership have revealed their technology plans for serving the nonqualified and employee stock ownership plan sides of the combined business.

The GAO found financial literacy challenges of military members that are similar to findings about the American population in general.

The original complaint said a provider was allowed to add any mutual fund it wished, “regardless of whether the funds were duplicative of other options, had high costs,...

Its Benefits Enrollment Application provides easy-to-use benefits plan analysis that allows users to select and compare eligible plans.

Principal Global Investors selects global managing director; Mercer announces multiple appointments; Pentegra hires new head of Sales and Marketing; and more.

Surprising actions from retirement plan TDF investors offer lessons for plan sponsors and indicate a need for more innovation in TDF design.

Given some negative views of annuities, plan sponsors could consider in-plan income options that are not guaranteed.

J.P. Morgan improves TDF analysis tool; Nuveen presents CIT TDF series; and Fidelity promotes new bond index fund.

Among today’s retirees, nearly nine in 10 (86%) fund their retirement primarily with Social Security and pension income.

Those with a clear picture of their retirement are more than twice as likely to save 15% or more in their workplace retirement plan, a survey found.