News

A new white paper published by Risk.net maps out the growing volume of institutional exchange-traded fund usage and encourages institutions to take a more sophisticated approach measuring liquidity.

A report from Deloitte explores mechanisms to prevent loan leakage, including policy changes to plan design, loan education programs, debt consolidation, payroll program automation, and 401(k) loan insurance.

PIMCO Acquisition Expands Municipal Bond Business; TIAA Adds Guaranteed Income to Custom Default Solutions; Franklin Templeton Adds Regional ETFs to Lineup; and more.

A detailed analysis prepared by Aon suggests the typical worker would have to start saving at age 25 and put away 16% of pay annually—including the employer retirement...

However, only 33% are confident about their retirement readiness.

Nearly three-quarters (72%) of respondents to a TD Ameritrade survey indicated they do not believe Social Security will cover their spending in retirement, and 51% said they do...

In addition to self-dealing allegations, the complaint calls out Fidelity for not negotiating revenue sharing refunds for its 401(k) plan participants and not considering stable value options for...

This is in keeping with a rise in the DOL’s Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).

The 2018 Retirement in America Survey from First National Bank of Omaha found 69% of people not yet retired have not calculated how much money they will need...

The firm has revamped its Aviator 401(k) program, now adding simplified investment lineups, affordable pricing, and fiduciary support services to its offerings. 

This means building trust by underscoring that they are acting in the client’s best interest and also getting to know them personally.

Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity...

Financial wellness programs can leverage employees' financial personalities to decide their approach to financial wellness programs, PwC says.

The percentage of U.S. institutional investors that reject ESG outright shrank dramatically year over year, from 51% to 34%, according to RBC Global Asset Management’s third annual Responsible...

The Spectrem study found 59% of investors said their adviser understands Social Security benefits, while 47% said their adviser is knowledgeable about Medicare.  

Employees are changing jobs more frequently than ever before, says Mark Koeppen at FPS Trust; when they go missing, this can lead to wasted time and money spent...

The lawsuit makes sweeping claims about conflicts of interest in the defined contribution retirement plan industry, suggesting financial services companies deserve extra scrutiny.

A letter to the president from members of Congress asks for protection against the DOL's practice of “regulation through litigation.”

Most HSAs do not even have an investment component, but this will change, as health care brokers have been driving plan sponsor adoption of HSAs, but in the...

The effects are a dampening of volatility and better returns.