News

Nearly one-third fear they will outlive their assets, according to LIMRA-SRI.

While the UK's requirement to automatically enroll all workers into a retirement plan showed a potential for a big boost in participation if the U.S. were to adopt...

There are obstacles to good comparisons for environmental, social and governance (ESG) investments, but in a white paper, Karen Kaufman-White, investment research associate at Strategic Benefit Services, indicates...

This is true for only 38% of the general population, according to an E*TRADE survey.

Asked what benefits support their well-being, 74% said retirement plans, 56% said life insurance, 35% said tuition reimbursement/student loan repayment programs, and 29% said financial education.

Banc West Investment Services asked the Securities and Exchange Commission to clarify its stance on the potential conflict between FINRA suitability determinations called for by rollover decisions and,...

The IRS has issued Notice 2019-26, which specifies updated mortality improvement rates and static mortality tables, as well as a modified unisex version of the mortality tables, to...

Although only 56% of independent workers are actively saving for retirement, they are just as likely as traditional workers to feel they are financially prepared for retirement, a...

Retirement plan sponsors may take advantage of automatic rollover rules for small plan balances to reduce the administrative costs of keeping those participant accounts in their plans.

According to Stacy Bucchere, head of defined contribution at Bank of America, 4,100 Merrill Designated Advisors have completed designation requirements and will be able to provide either 3(21)...

The lawsuit accuses Eaton Vance defendants of unlawful self-dealing with respect to a company retirement plan, in violation of ERISA and to the detriment of participants and beneficiaries.

Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.

Janney Montgomery Scott acquires Atlanta-Based firm; investment advisory firms join CAPTRUST; CFO hired at PCS; and more.

Available to all customers, the tool analyzes an individual’s real-time account information, along with their responses to a handful of simple lifestyle and financial questions, allowing for projections...

PLANSPONSOR’s 2018 Defined Contribution Survey found many start-up plans have not yet adopted plan design best practices and many are unsure about fees, but fortunately, nearly two-thirds employ...

Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory...

Rob Scheinerman, president, AIG Retirement Services, tells PLANADVISER that while the VALIC name is strong and well respected, the AIG name carries even greater recognition in the marketplace...