Bipartisan House lawmakers introduced legislation Monday that would help workers keep track of their retirement plans as they change jobs and expand access to workplace plans, among other reforms. The Retirement Improvement and Savings Enhancement Act establishes an online “Retirement ...

New York Gov. Kathy Hochul signed legislation Thursday requiring private-sector employers that don’t provide their workers with a retirement plan to enroll them in the state’s auto-IRA program, the Secure Choice Savings Plan. The low-cost plan gives employees the freedom ...

AT&T saw a big win in a five-year-old lawsuit over its 401(k) plan, with a federal judge on Sept. 28 granting summary judgment in the company’s favor. In 2017, the telecommunications giant was sued in U.S. District Court in Central ...

Whether it’s Mary Beth Franklin’s podcasts and columns, Ed Slott’s webcasts, Fred Barstein on retirement plans, or any of the top-notch reporting by Emile Hallez. The reason is clients always have questions and insecurities, according to Natixis’ Global Retirement Index ...

Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients. Wednesday, the House Ways and Means Committee approved on a mostly ...

Retirement giant Captrust Financial Advisors has launched a turnkey program for small retirement plans in conjunction with T. Rowe Price and National Benefit Services. Called Direct Fiduciary, the program outsources administrative and investment fiduciary responsibilities, with Captrust providing Section 3(38) ...

UBS advisers using the firm’s retirement plan manager advisory program now will be able to tap a Transamerica service that’s designed to reduce the administrative burdens for small businesses that offer retirement plans. Called Retirement Plan Exchange, the service uses ...

Voya Financial Inc. has been exploring a potential acquisition of Alight Inc., just a month after the benefits administrator went public through a special purpose acquisition company, according to people with knowledge of the matter. Voya, a New York-based retirement ...

A new service promises to dramatically reduce the time retirement plan advisers spend getting quotes for their 401(k) clients. Benetic, which launched in January, is a comparison-shopping site that generates quotes based on investments and record keepers, which vary in ...

The retirement coverage gap among small businesses, along with the perception that the micro 401(k) market (plans with less than $5 million in assets) is underserved, have attracted several new tech-forward record keepers, such as Guideline, Human Interest and Vestwell, ...