After five years of litigation, the parties in an excessive fee suit have come to terms. The plaintiff in this case is Kaila Gonzalez, a participant in the $5.6 billion Northwell Health 403 (b) Plan, ...

We continue exploring the impact of recent developments on employers and what they need to know to stay compliant and protected.

Well, here we are again at the end of yet another workweek …and yet, just look at what has happened to these guys and ...

Responding to a call from a financial advisor in Michigan, the ERISA consultants at the Retirement Learning Center (RLC) address what a plan sponsor must do in response to a former participant ...

A federal judge has — again — granted fiduciary defendants their motion to dismiss a suit alleging a fiduciary breach in its use of plan forfeitures, this time with prejudice.

In the first part of this three-part series, we explore the often-overlooked fiduciary responsibilities employers have when sponsoring health care plans and the need to understand, document, and ...

Most plans allow participants to borrow money from their 401(k) plans, but how do they treat loan repayments after an employee has separated from service? That was the topic of a recent “Question of ...

In recognition of the 90th anniversary of Social Security, the results of two new surveys show that Americans across the political spectrum feel strongly about the importance of the program and worry ...

A new suit challenges “a scheme to significantly mislead retirement plan participants and greatly enhance corporate profits” — and while it names several Empower defendants, the plaintiffs are ...

Are you ready to spend $86,000 on cable TV in retirement? I know, crazy, right? And yet that’s the kind of math being used to get people’s attention about retirement these days.

Commit to both sides of the relationship, value the work and the people involved, and demonstrate a genuine desire for shared success.

Fees and litigation risk are traditional hurdles to greater private market investment adoption in the defined contribution plan space, something that could now change.