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 ...

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 ...

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

Yet another lawsuit has alleged that, “rather than acting with a singular focus on the needs of the Plan’s participants and beneficiaries, the Defendants ignored poor investment performance.” In this ...

A suit alleging that Prudential had stacked its GoalMaker managed account platform with proprietary funds has been dismissed. The suit — filed in September 2022 — accused the fiduciaries of Prudential ...

More than a dozen suits have been filed against holders of a specific target-date fund in recent weeks — with participant-plaintiffs represented by a variety of law firms, one in particular. The first ...

A new suit claims that the selection and retention of a fund that underperformed its benchmark constituted a fiduciary breach. The suit was brought by participant-plaintiff Thomas M. Dolan, “by and ...

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 ...

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 ...

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.

Wait, did the SEC just weigh in on PEPs? If you work anywhere near pooled employer plans (PEPs), there’s a decent chance your inbox lit up the moment the U.S. Securities and Exchange Commission ...

A federal judge has granted a motion to dismiss a suit that alleged fiduciary breaches in the selection of a collective investment trust (CIT), offsetting employer contributions with forfeitures, and ...