News

The agency is also proposing that plan sponsors be offered a pre-filing consultation.

The Prudential Insurance Company of America has agreed to provide a group annuity contract and take on approximately $1.3 billion in pension liabilities from International Paper, focusing on...

Many sponsors in the mid- and small-plan market, facing pressure from participants and regulators, are seeking DC specialist advisers for the first time.

Participants of the of the Delta Family-Care Savings Plan sued Fidelity entities regarding excessive fees charged for the plan’s advice offering as well as its self-directed brokerage account...

A survey by PurePoint Financial shows Americans have concerns that one would think would drive them to start saving or save more.

Envestnet to Acquire FolioDynamix; Nuveen Expands DCIO Sales Team; Kovack Securities Partners With Capital Guardian; and more.

With one-quarter of a century until the first of them turn 65, Millennials very much view themselves as "on their own" with regard to retirement income, according to...

The new website offers various tools and resources, as well as a Q&A section.

Joining a number of other regulatory agencies, the SEC has issued important easements and compliance relief provisions for companies and individuals impacted by three recent hurricanes striking the...

Investors are not good at predicting market corrections big or small—but that doesn’t mean they can’t take concerted action to prepare for tougher times. 

Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.

“The midsized plan asset segment is representative of the DC market segment in which the boutique DC consultant is most prevalent and growing its marketshare,” Cerulli reports.

A poll found most Americans think Medicare or health insurance will cover the costs.

However, Rick Jones, with Aon, says, “Pension risk transfer is a trillion dollar market, and much more will be settled in coming year."

Participants in GE's 401(k) plan allege the company retained proprietary investments in the plan, even when they were imprudent, in order to earn revenue.

Many asset managers describe 2017 as a “tipping point” for collective investment trust flows from DC plans, according to a new analysis from Cerulli Associates.

Safe-harbor plan designs allow plan sponsors to avoid nondiscrimination testing and allow highly compensated employees to contribute more.

Through a series of newly released resources, SEI aims to help advisers enhance their referral generating initiatives.

The provider is enhancing its participant-facing digital offerings to drive participant behavior.

 

Plan sponsors of tax favored retirement plans can use these forms to make an IRS Voluntary Correction Program (VCP) submission.