Total Annuity Sales Highest Since 2008
The Secure Retirement Institute says strong equity market growth in the fourth quarter and in 2021 helped to propel the growth.
News
The Art of Building TDF Glide-Paths Amid Market Disruption
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who...
Nearly 60% of Investors Surveyed Want Digital Assets in Retirement Plans
However, the survey found almost two-thirds of advisers wouldn’t recommend retirement investors allocate funds to any digital asset.
Many Retirees Feel Better About Finances Despite Pandemic
Research from the SOA suggests that retirees are doing better than they expected they would while working, despite the ongoing...
Texas Engineering Company Faces ERISA Excessive Fee Lawsuit
The plaintiffs also claim TDFs and other funds offered in the 401(k) plan were imprudent.
Promising Post-Pandemic Alternative Asset Classes
Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely...
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Inflation Pressures and Real Estate Opportunities
Market experts say historically low interest rates, coupled with rising inflation, are currently supportive of real estate asset class valuations,...
Retirement Income and Alternative Investments
Every level of private equity investment modeled by EBRI resulted in additional 401(k) participants being able to retire at age...
OregonSaves State-Run IRA Program Shows Some Successes
Early evidence suggests that the mandate for employers that don’t offer a retirement plan has boosted retirement savings.
EBSA Nominee Gomez Likely to Advance in Full Senate
While President Joe Biden’s nominee for assistant secretary of labor for the Employee Benefits Security Administration is likely to be...
What the Supreme Court’s Northwestern Ruling Means in Practice
Expert ERISA attorneys say the new opinion in Hughes v. Northwestern University, while important, is far from earth-shattering when it...
Advisers Can Address Participant Savings Gaps With New Retirement Readiness Calculator
The tool was launched to bolster retirement planning resources and offer personalized support, customized solutions and best practices.
Policy Proposals Could Help Tackle Retirement Savings Shortfalls
EBRI examines the potential effects several legislative motions would have on projected retirement savings.
Supreme Court Rules Against Northwestern University in Fee Case
The high court’s ruling states that the 7th U.S. Circuit Court of Appeals erred in relying on the fact that plaintiff-participants had the ‘ultimate choice’ over their investments...
Parties Reach Settlement in Case Over Use of Actively Managed TDF Suite
Meanwhile, the same law firm that filed the settled case has launched a new case with similar claims against another...
Retirement Industry People Moves
NFP realigns its Northeast region leadership; SageView announces $900 million acquisition; MSCI announces senior leadership changes; and more.
Court Compels Arbitration in ERISA Case
The plaintiff in a 403(b) ERISA excessive fee lawsuit filed against Baptist Health South Florida has been ordered by a district court to enter an arbitration process.
Making Sense of the Interest Rate Evolution
The economy is expanding fast, and the U.S. Federal Reserve is growing more worried about inflation than employment; that much...
Class Certified in 401(k) Plan Trustees’ Lawsuit Against John Hancock
The suit alleges that John Hancock Life Insurance Co. violated ERISA by retaining foreign tax credits generated by plans’ investments...