Tag: Retirement Plans

Lincoln Financial Group Reports Strong 2025 Q4 Results on Life Insurance and Annuities

Discover Lincoln Financial Group's robust 2025 Q4 results, showcasing growth in life insurance, annuities, and operational efficiencies for a solid future.

Lincoln National Reports Record Financial Growth in 2025

Discover Lincoln National's impressive financial results for 2025, showcasing growth in life insurance, annuities, and overall financial stability in the insurance sector.

Seventh Circuit Ruling Highlights Importance of Compliance in Retirement Plans

Discover how a Seventh Circuit ruling emphasizes the need for strict compliance in retirement plans. Essential insights for benefits administrators and employees.

Retirement Benefits Adjustment Upheld by Court: Key Insights

Court rules on retirement benefits adjustment, setting a key precedent for regulatory compliance in annuity payments and QDRO interpretations in ERISA cases.

INVEST Act Advances to Enhance 403(b) Retirement Plan Options

Bipartisan INVEST Act advances to House, expanding 403(b) access to collective investment trusts and annuity options, enhancing retirement security and reducing costs.

Willis Towers Watson in Talks to Acquire NatWest-Owned Retirement Platform Cushon

Willis Towers Watson is in advanced talks to acquire Cushon, NatWest's workplace retirement platform managing £3.7bn assets, signaling consolidation in pension services.

Federal Judge Allows Lawsuit Against Bank of America Over 401(k) Vesting Practice

Federal judge permits lawsuit alleging Bank of America's 401(k) forfeiture policy breaches federal vesting laws, spotlighting retirement plan compliance.

DOL Proposes Rescinding Regulatory Safe Harbor for Retirement Annuities

The Department of Labor proposes rescinding a regulatory safe harbor for annuity selection in retirement plans, raising fiduciary concerns and market impact ahead of SECURE 2.0 implementation.