News

Plan sponsors are preparing for the first participant fee disclosures to be issued by August 30.

Determining cash flow and examining fixed expenses are crucial in achieving retirement readiness, according to financial advisory firm’s “90/70/30” Rule.”

Long-term mutual fund flows were $24.6 billion in July, following just $10.8 billion in June.

U.S. corporate multiemployer pension plan (MEPP) obligations represent a drain on cash flow, particularly for the U.S. supermarket sector, according to a Fitch Ratings report.

Employers continue to spend too little time and fewer resources for helping employees understand their employee benefits, a survey from Unum shows.

Sentinel Benefits & Financial Group (SBFG) released a mobile application that enables employees to verify their retirement plan and reimbursement account balances.

Enhancements to TD Ameritrade Institutional’s rebalancing software allow advisers to submit trades from iRebal directly to Veo, saving time and reducing risk.  

Other factors are more important to defined contribution (DC) plan success than fund performance, according to research from Putnam Institute.

Financial advisers consider addressing the issue of Social Security with their clients to be a central and important task, a recent analysis finds.

The search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality, and global bond strategies.

Putnam Investments named Darren A. Jaroch, CFA, portfolio manager of Putnam Equity Income Fund (PEYAX).

The median return of BNY Mellon’s U.S. Master Trust Universe was -1.47% for the second quarter, driving down performance for the typical fund to 5.65% year over year.

Although plan sponsors are reluctant to completely overhaul their plans, evolving defined contribution (DC) plans are creating challenges and opportunities for advisers, a report found.

A heightened interest in alternative investments among advisers and clients calls for education about those investments' role in portfolios, a source at Russell Investments told PLANADVISER.  

A study of the large and mega defined contribution (DC) plan marketplace projects assets of custom target-date funds (TDFs) will reach $218 billion by 2016.