News

Fifty-seven percent of Americans surveyed somewhat or strongly oppose reducing the maximum amount employees can defer pre-tax into a DC plan to $2,400 per year.

The inspiration to create BrightPlan was based on the idea that everyone deserves access to trusted, affordable financial advice that supports long-term financial goals. 

Public Funds gained 3.6% at the median in the second quarter, slightly ahead of Corporate Employee Retirement Income Security Act (ERISA) plans, at 3.2%, Northern Trust data shows.

Investors say the most important question an adviser can answer is how much can they afford to spend each year in retirement, according to a Dimensional Fund Advisors...

The GAO and the Treasury Department have also called for greater use of DC plan lifetime income options.

Leadership at both the DOL and SEC have signaled a willingness to work together to find complementary approaches to managing advisers’ conflicts of interest—but it will be a...

The tools are part of the new WisdomTree Advisor Solutions platform.

Over 40% of survey respondents indicate their organization has been offering a financial wellness program for 5 years or more.

ICMA-RC says the IRS favorable letter ruling is the first to adapt the auto-enrollment rules to a governmental 457(b) plan.

Find here a link to our sister publication’s chart denoting the 2018 maximum benefit and contribution limits set by the IRS, including current and historical limits on all...

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...

Fewer than one-third of Americans have $100,000 or more saved for retirement, an IALC survey finds.

One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.

The department believes an oversight bureau, created to assess the financial strength of annuity providers, would help employers and advisers become more comfortable including annuities in retirement plans.

Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more.  

The firm describes its latest release as a consolidated proposal system created for financial advisers to help clients make informed decisions on possible rollover options, designed with their...

A longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database found the average account balance for consistent participants increased at a compound annual average growth...

By making workers aware of health and financial benefits, employers can make their workforce more engaged and productive—and avoid costly expenses.

Because of shared and predictable expenses, they also offer greater benefits than defined contribution plans, the National Institute on Retirement Security says.

KBS Introduces Online Platform for Investment Trust; T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more.