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With the partnership, participants in smaller plans will have access to a goals-based investing solution.

In a low interest rate environment, annuities provide an option that reduces longevity and sequence-of-return risks.

ISS ESG launches another ESG measurement index series; IndexIQ expands thematic ESG exchange-traded fund offerings; and Invesco expands QQQ Innovation Suite with ESG options.

Components of the Remotiv platform are designed to increase participants’ efficient use of their retirement plan benefits.

Defined benefit plan sponsors have positive views of the direction interest rates will take and of equity markets, but they remain wary of how a continued pandemic will...

An Alegeus open enrollment study finds employees don’t understand how HSAs fit into a long-term retirement savings strategy and only 17% invest HSA funds for growth.

Fees fell for active as well as passive funds in 2020, but investors pay more for sustainable investments than traditional ones, Morningstar has found.

In addition to confirming the removal of challenged target-date funds, the defendants in the suit have agreed to a payment of $13.75 million.

EBRI and ICI research finds the largest net movement toward target-date fund use over the period studied occurred among consistent 401(k) participants ages 40 and older.

The IRS reminds retirement plan sponsors of rules that, if broken, can result in loan amounts being deemed distributions.

PGIM Fixed Income announces new head of municipal bonds; Charles Schwab announces new president; Insight Investment names head of solution design for North America; and more.

The agency has issued two FAQ documents addressing pension plan rules when rehiring retirees and says federal departments are holding webinars to address staff shortages in public school...

Among other things, the plaintiffs allege the GoalMaker service disfavored funds in the plan’s investment menu that did not pay kickbacks to Prudential.

ProShares launches first U.S. Bitcoin-linked ETF; Pacific Life introduces defined outcome funds with variable annuities; and Nationwide, Capital Group introduce new TDF.

Shlomo Benartzi, professor emeritus at the University of California, says giving employees a holistic view of their financial lives helps them effectively allocate income.

The BPAStify tool uses a live video identity verification process.

They say ERISA pre-empts the state-run retirement program, therefore invalidating it, but that argument has been previously rejected by both an appellate and a district court.

A new survey shows there are several reasons employees decide not to contribute to their retirement plans.