Elections, Inflation Top Client Concerns
A survey of 300 FAs found clients fretting over the fall elections and a market downturn, while advisers are more...
Stable Value Players Meet Amid Recovering Market, Decumulation Push
At SVIA’s conference in Washington D.C. this week, participants considered what lower interest rates mean for the defined contribution investment...
Employers Seeking Better NQDC Participant Education
Surveying shows plan sponsors want executive compensation to help retain top talent but are often unhappy with the quality of...
US Gets C+ Grade for Pension System in Global Ranking
The Netherlands holds the top spot in Mercer’s pension index, while the authors call for global retirement reform amidst falling...
Northern Trust Reaches Tentative Settlement in 401(k) Suit
Settlement to be considered by the court on October 30 in class action filed by workers in 2021.
Why Falling Interest Rates May Help Stable Value’s Play
A stable value proponent explains why the ‘rate of change’ of interest rates is as important as the changes themselves...
Product & Service Launches – 10/10/24
Arta Finance offers life insurance solutions with Prudential; Corebridge Financial launches a registered index-linked annuity; and The Standard, Family First...
Munnell to Step Down as Head of BC Retirement Research Center
Alicia Munnell founded the center 26 years ago and will remain a senior adviser; Andrew Eschtruth, deputy director, will step...
Social Security Raises Benefit by 2.5% for 2025
The boost is lower than last year because inflation has cooled; meanwhile, the consumer price index rose by 0.2%, slightly...
Fidelity Data Breach Exposed Info of 77,000 Clients
The August hack did not provide direct access to users’ accounting, according to a security breach filing.
Cetera to Acquire $16B RIA From Insurer
For the fourth time in five years, Cetera makes a deal with an insurance and annuity provider—this time Protective Life—to...
Online IRA Rollover Firm PensionBee Enters US Market
Romi Savova, the company’s founder and CEO, sees a consumer market rife for disruption and has a deal with State...
Asset Managers Exploring Fresh Avenues to Bring Alts Into DC Plans
Per Cerulli, asset managers are leveraging CITs and interval funds to try and get into DC plans; an adviser sees...
Auto-IRAs May Need Better Emergency Withdrawal Comms
A study by Boston College researchers finds state auto-IRA savers may not know how flexible the accounts can be.
401(k) Traders Shifting to Fixed Income
There is a ‘rebalancing’ happening after four consecutive quarters of a lean toward equity investing, according to Alight data.
Supreme Court to Review ERISA Prohibited Transactions
A case brought in 2016 against Cornell University will be reviewed for how strictly the courts should read ERISA on...
Who Is Most at Risk for Retirement Savings Shortfall?
Our final PLANADVISER In-Depth story on the state of retirement in the U.S. considers the groups most at risk for...
Treasury, IRS Issue Part-Time Eligibility Guidelines for ERISA 403(b) Plans
The guidance clarifies exclusions that prevent certain part-time employees from contributing to a plan.
Retirement Industry People Moves – 10/4/24
ICI promotes Antoniewicz to chief economist; T. Rowe Price names Thomson head of new investment institute; Nationwide hires East Coast...
Private Real Estate Assets in DC Plans Valued at $36.4B
A survey of real estate investment managers found inflows holding steady as the effect of the COVID-19 pandemic subsides.