News

The plaintiffs challenge three features of the 2012 amendment: the change to the crediting rate; the introduction of potential for risk and volatility into the plan; and variations...

The self-dealing lawsuit filed against Franklin Templeton levels similar claims to other class-action challenges filed by employees of well-known financial services providers. 

It will provide new ideas about how to enhance to the Commission regarding efficiency and resiliency of these evolving markets.

This year's survey from Transamerica of higher education plan sponsors shows a decline of 403(b) plans offered, and a dramatic swing in the popularity of 401(k) plans. 

Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research Group; Recordkeeping and Consulting Firm Joins ABG 

Among retirees that have been out of the workforce between one and 10 years, only 11% to 18% have consolidated their investment accounts, according to a new report.

Analysts warn it’s too soon to tell what middle ground, if any, may be reached between the House and Senate; for now 401(k) retirement plan deferrals appear to...

The group also says the primary motivation of most corporations in eliminating defined benefit plans has been to improve both the level and predictability of their quarterly earnings;...

Vanguard Increases Fixed Income Fund Roster of ETFs; BNP Expands Partnership with Janus Henderson to Include U.S. Services; First Trust Announces ETF Launches; and more.

Seventy percent of those with less than $45,000 in household income say they cannot afford to save for retirement.

Most successful savers are taking the concrete steps they need to make retirement goals achievable, a PNC survey finds.

Pension funds have benefitted strongly in the last quarter—and the last several years—from strong stock market performance. 

A decision out of a federal district court in Minnesota represents something of a mixed bag for both the plaintiff, Thrivent Financial for Lutherans, and for Department of...

Spencer Williams, from Retirement Clearinghouse, says the findings show the potential to preserve trillions of future retirement savings dollars for retirement plan participants through the widespread adoption of...

In a point-of-view white paper, Mercer offers several specific policy recommendations to address what should be done to enable more Americans to retire with confidence.

Two executives focused on institutional retirement business at Merrill Lynch sit down for a fiduciary chat, offering inside views of one major advisory firm’s approach to navigating regulatory...

Sixty-four percent of Millennials say they are confident about making investment decisions—but this soars to 85% when working with an adviser.

Research also found the youngest and oldest investors were most perceptive to using employer-sponsored retirement planning resources.

The proposal effectively eliminates nonqualified deferred compensation (NQDC) plans as tools for tax planning available to executives and public companies, attorneys with Groom Law Group say.

Researchers have developed diverse approaches for quantifying the adequacy of retirement income, focusing on different groups of retirees and employing different definitions of income and adequacy, a CBO...