News

Public Funds and Foundations & Endowments each had median returns of 2.4% in the third quarter, with Corporate ERISA plans following at 1.9%, according to Northern Trust. 

For the third year in a row, respondent companies to the ESOP Association's annual survey saw profits rise more than revenue, and a more than half of companies...

Forty percent are waiting for further clarification, Fidelity learned in a survey.

Continuing a trend that began in 2012, ESG criteria related to climate change and carbon emissions remained the most important environmental issue for institutions surveyed by U.S. SIF.

Instead, workers will source funding from their 401(k), IRA or other savings vehicles. 

Great retirement plans can be found in all industries and geographies, says Mel Hooker at Wells Fargo; what unites them is a sense of purpose and an ability...

The checklist is included in a guide that offers questions to ask and items to consider.

The retirement plan sponsor’s choice of a default investment should not reflect the full distribution of employee investor types, but rather those who would select it, a research...

Nearly half of workers feel confident about their retirement prospects, an AllianceBernstein survey found.

A survey of more than 500 Americans age 55 and older finds the top concern about a lengthy retirement is health care costs and the most significant investment...

"Choosing appropriate investments” is a top pain point for all individuals no matter their place in the retirement planning spectrum, Hearts & Wallets found.

Monthly expenses are their second concern, The Standard found in a survey.

The Department of Labor has published employee benefit plan compliance guidance and relief for victims of Hurricanes Florence and Michael, recognizing that plan fiduciaries and employers may encounter...

In conversation with PLANADVISER, Lincoln Financial Group’s leader of retirement plan services explains why more Americans today cite “retirement” as their No. 1 financial stressor; in some ways,...

They are driven to reach financial independence but fall behind when it comes to saving and investing, Schwab found in a survey.

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; Callan Adds Team Member to Capital Markets Group; and more.

At the extreme, EBRI estimates, out-of-pocket costs could reach $399,000 or more.

A test of the summary report found more than 90% of mutual fund investors agreed it was enough to help them stay informed and was a document they...

Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.

More than half say they would prefer guaranteed income of $660 a month over a $120,000 lump sum, LIMRA SRI found in a survey.