On the majority of trading days, fixed-income funds led, according to the Alight Solutions 401(k) Index.
Many respondents to a Prudential Financial survey are misjudging how well-off they are.
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
Over half have nothing set aside in any type of employer retirement plan.
Above-average-rated plans are more apt to be found at companies with 20% to 80% higher profitability than are average-rated plans, says T. Rowe Price.
Its former executive pastor and his wife presented evidence showing that supplemental retirement benefits were improperly taken in November 2011 and placed in the church's building campaign.
By partnering with RPAG, Voya Financial Advisors wealth advisers will have an opportunity to grow their business in the 401(k) space.
Lessons have been learned, but experts still worry about the “brittleness” of the U.S. and global financial system.
These include model management, proposal generation, unified managed accounts, overlay models, online reporting and the consolidation of plan data.
Wilmington Trust subsidiaries were found not to be fiduciaries, but other claims against the M&T Bank retirement plan committee were moved forward.
Stadion Names New Retirement Strategies CIO; Nationwide Names New Marketing Leader; Experienced ERISA Experts Join Steptoe & Johnson LLP; and more.
The Pension Benefit Guaranty Corporation says that mergers can protect the benefits earned by workers and retirees and extend the solvency of troubled plans.
Vanguard engaged Mercer Health and Benefits to develop a new model to forecast health care costs for U.S. retirees; the effort has resulted in a number of pragmatic recommendations for individuals and employers.
Securian Incorporates Custom Investment Models and American Century Expands ETF Suite.
Senate Democrats are highlighting the publication of the Congressional Budget Office’s scoring of proposed legislation known as the Butch Lewis Act, which seeks to “put union pension plans back on solid footing” via the launch of an emergency government loan program.
A subset of return on investment, VOI is more nuanced, MetLife says.
Sponsors of defined contribution (DC) plans are invited to respond to the annual PLANSPONSOR DC Survey through October 5. The survey is among our largest and most important research project of the year, but we need your clients' help for it to be a success.
Noting that they believe a more viable customer relationship summary (CRS) form can still be developed by the SEC as part of its Regulation Best Interest proposal, a group of retiree and investor advocacy organizations has published a report calling the draft CRS form misleading and unhelpful.
Via the new client interface, participants can see their projected health care costs in retirement compared against the projected balance in their HSA.
Besides evaluating participant financial stress levels, a new OneAmerica survey also looks at the specific factors causing participants to experience financial stress.