Plan fiduciaries of the Allstate 401 (k) have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services. Plan fiduciaries of the Allstate 401 ...

Research the experts cited about the sentiments of employees and participants concerning financial wellness shows an interesting mix of confidence and anxiety.

According to Cerulli’s survey of defined contribution investment-only (DCIO) asset managers, 16% anticipate that AI's impact on legal document summaries will be “significantly positive,” with 23% ...

Inertia is a powerful force regarding behavioral finance and automatic enrollment, it has long been noted — but it may have limits, according to a new study. Coverage of the report — titled “Smaller ...

Two options. Effective Jan. 1, 2025, the Form 5558 can be filed electronically through EFAST2 or it can be filed on paper and mailed to: Department of the Treasury, Internal Revenue Service Center, ...

In March, funding EBSA received to implement the No Surprises Act will run out. Lisa Gomez, the former head of EBSA, says “work attributable to 120 people will be lost, either by it not being done, or ...

It could take a year or longer to fully implement the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), says the Social Security Administration (SSA). The SSA has ...

The spreadsheet lists the PBGC as one of the agencies required to provide information by Feb. 7, noting that the PBGC provides pension plan termination insurance. However, it does not break down the ...