After having recently rebuffed a subpoena request by plaintiffs in a suit targeting managed account/rollover practices at TIAA, a federal judge has now significantly narrowed the scope of that suit.

Defined contribution plans have recently been criticized for favoring the wealthy. Over 60% of defined contribution accounts are held by people making under $100,000 annually. Only 11% are held by ...

The largest military shipbuilding company in the United States has fended off most of a suit alleging a fiduciary breach over how it deployed plan forfeitures. Former participant Ethan Dean filed the ...

The IRS is expected to begin sending eligibility notices to tax filers who could qualify for the Saver’s Match. The Saver’s Match, which will take effect in 2027, replaces the Saver’s Credit and will ...

The Pension Protection Act turned 20 this summer, and MFS took a comprehensive look back. The findings offer valuable perspective for advisors working to improve outcomes for the plan sponsors and ...

If you’re a professional within the ERISA 403(b) marketplace, you won’t want to miss the 2025 NAPA/NTSA ERISA 403(b) Advisor Conference, Sep 29 - 30, 2025, in Washington, DC. The NAPA/NTSA ERISA 403(b ...

With thousands of Americans turning 65 every day, new research finds that most retirees do not use — or may not know how to use — their retirement savings to generate steady income. Instead, many rely ...

President Trump is expected to sign an executive order (EO) today, April 30, designed to expand access to retirement savings and strengthen financial security for American workers. The Executive Order ...

The global investment management firm on Friday announced that early next year current President Onur Erzan will succeed Seth Bernstein as President and Chief Executive Officer. After leading ...

While there’s still one month of Consumer Price Index (CPI) data left before the official announcement, an updated forecast from Milliman shows that the 2027 IRS qualified retirement plan limits ...

The check is in the mail. That’s something you said a way back, but after that, what happened is anyone’s guess. No cancelled check, and where even is that former participant? Uncashed retirement ...