The Saver’s Credit was created under the Economic Growth and Tax Relief Reconciliation Act of 2001, took effect in 2002 and was made permanent by the Pension Protection Act of 2006, yet it is still ...

Global asset management firm Invesco on Thursday announced the launch of a new collective investment trust (CIT) designed exclusively to provide defined contribution (DC) plans access to private real ...

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.” ...

On February 3, Nevin (Adams) and Fred (Reish) met with a very special group of third-party administrators. Recorded live at the SoFi Center (home of TGL, Tomorrow’s Golf League), the podcasting pair ...

The IRS is extending the applicability date of the proposed required minimum distribution (RMD) regulations until the distribution calendar year that begins no earlier than six months after final regs ...

A new excessive fee suit targets not only decisions on forfeiture reallocation, but also a decision to invest in “structurally opaque” collective investment trust target-date fund series.

In response to a Treasury Department Request for Comments concerning regulatory guidance for Trump Accounts, several industry groups offered feedback on various topics, including employer ...

Nearly five years in the “making,” and on the eve of a rare jury trial in ERISA litigation, the parties in a 401(k) excessive fee suit have come to terms.

To expand access to professionally managed retirement portfolios, Morningstar Retirement announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the ...

The Securities and Exchange Commission (SEC) proposed changes to regular reporting requirements for investment companies, including mutual funds. The SEC also postponed the implementation date for the ...

The parties in a forfeiture reallocation suit have proposed a (very) large — and somewhat complicated — settlement.

The best way to help individuals accept their role in their own retirement savings is to give them the tools that best support them, including employer-sponsored retirement plans.