Bipartisan legislation supported by the American Retirement Association that seeks to modernize and streamline the Form 5500 reporting requirements for employer-sponsored retirement plans has been ...

Today, plan sponsors face a changing environment, where industry consolidation, private equity ownership, proprietary product development, and participant monetization strategies are creating new ...

Fidelity Investments’ 25th annual Retiree Health Care Cost Estimate reveals that health costs are not slowing down, highlighting the importance of incorporating potential health expenses into ...

A new suit alleges a fiduciary breach in the selection and retention of “two serially underperforming funds.” The suit (filed by participant-plaintiff Rajkumar Rajappan) charges the fiduciaries of the ...

Members and staff of the American Retirement Association were saddened to learn of the passing of Shawn Daly, who was the Head of DC Experience and Product Management at MML Investor Services, and a ...

If I had a dollar for every time I've heard the word "convergence" over the past year . . . well, I'd probably have enough to fund a managed account. Maybe two.

The New York-based fintech firm has expanded its pooled employer plan (PEP) solutions by offering a next-generation PEP designed to make it easier for businesses of all sizes to offer high-quality ...

Pooled employer plans (PEPs) have their genesis in the SECURE Act enacted in 2019. That’s not a long time, but short duration doesn’t mean they’ve had to claw their way to a place at the table. Just ...

Another 401(k) plan has been charged with a fiduciary breach quadfecta; excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option — and offsetting employer ...

Former Commissioner Caroline Crenshaw departed the Securities and Exchange Commission (SEC) at the start of the new year, leaving it with only three out of five confirmed commissioners and no ...

A federal judge has ruled on a long-running case first challenging ESG investments (which didn’t seem to exist), and then ESG-oriented voting practices by investment managers in the American Airlines ...

New research reveals growing interest among defined contribution (DC) plan sponsors in adding alternative investments to their 401(k) lineups, although many are seeking more information before moving ...