News

An IALC report suggests plan sponsors apply educational resources—like seminars and informational fairs—to heighten employee participation. 

A study found the cost of health care was another top reason retirees filed for bankruptcy.

They say that additional interpretation of standards of conduct for investment advisers is unnecessary and that imposing broker/dealer standards on life insurers and investment advisers is inappropriate.

Fidelity this week introduced what it is calling “self-indexed, zero expense ratio mutual funds” on the retail side of its business; the move may not directly touch retirement...

Many plan providers are squandering their chance to serve as long-term consultants to a potentially lucrative client cohort by not upscaling their offerings to meet its demands, Cerulli...

Mesirow Adds Managing Director to Core Fixed Income Management Team; Client Executive Joins Transamerica Western Region; Ascensus Acquires Continental Benefits and 401k Plus; and more.

The new offering, iGrad's Enrich financial platform, goes beyond investment and benefits planning to provide the foundational information and insights needed to help consumers not only improve financial...

According to a new MassMutual study, 79% of retired women are receiving professional financial advice, compared to 68% of men.

The plaintiffs intend to show that the government’s actions approving benefit cut reductions reflect a constitutional violation for several reasons.

Vanguard makes changes to active equity funds; Global X Funds presents TargetIncome ETFs; Northern Trust launches multi-dimensional fund; and more.

With a funding status of 95% or more, a buyout or risk transfer deal are two viable options for these plans.

In a new Bank of America Merrill Lynch survey, 95% of employers who offer such benefits agree that their financial wellness programs have been effective at promoting work...

In addition to asking for exemption from the program for employers already providing an ERISA-compliant retirement plan, ERIC asked the city council to change the program eligibility criteria.

According to a new survey, 76% of employees say they understand the salient features of health savings accounts, or “HSAs,” yet only 12% could correctly identify the common...

A federal district court judge found that “while there were deficiencies in the Committee’s processes—including that several members displayed a concerning lack of knowledge relevant to the Committee’s...

Polling its members, the Investment Adviser Association finds broad optimism about business prospects in the year; many firms report plans to grow headcounts by up to 10%.

FINRA asks advisers to share their insights about “fintech innovation in the broker/dealer industry,” while also unveiling a new structure for its enforcement staff.

Participants will be able to monitor spending habits, manage finances and determine savings goals, says the firm. 

Northern Trust Asset Management offers four considerations for setting DB plan investment strategy.