News

IRS Notice 2019-67 specifies updated mortality improvement rates and static mortality tables to be used for defined benefit pension plans during 2021.

The DOL is aiming to "modernize fiduciary practices related to the voting rights associated with ERISA plan investments and harmonize those regulations with the requirements of other regulators.”

One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA...

Fidelity announces expected SMA launch; Pershing integrates managed accounts to new annuity order platform; Ballast introduces equity strategies on Schwab...

Among other things, the archdiocese of Newark was accused of filing for "church plan" status to avoid having to fund the pension plan of hospital employees.

Asset managers also expect modest economic growth to shift investors’ attention to smaller companies, value stocks and cyclical sectors.

The updated ABG Plan Limits app is now available for free in Apple's App Store and Google’s Play Store.

While not divided across political lines, the parties in Sulyma v. Intel Corporation Investment Policy Committee view the question of what establishes “actual knowledge” of an alleged fiduciary...

Cetera Financial Promotes Former President to CEO; Dimensional Fund Advisors Selects COO; Transamerica Makes Sales Consultant to Retirement VP; and...

Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis.

Aegon Asset Management Announces Global Integration; Avantis Investors Launches Additional Mutual Funds; and Vanguard Creates New International Bond Index Fund.

This year’s required amendments list touches on the new hardship withdrawal standards and a new regulation impacting certain hybrid defined benefit plans.

If the Fed continues to cut interest rates, sources say, stable value funds will likely prove to be superior in comparison with money market funds.

HELPER Act would allow Americans to annually take up to $5,250 from a 401(k), 403(b), 457 plan or IRA—tax and penalty free—to pay for college or pay back...

PIMCO is now in the process of reimbursing investors affected by the miscalculation.

The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement.

With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan...