News

A new analysis from Pershing argues that, while difficult to start, conversations about aging and passing on wealth can be very fruitful for improving client trust and long-term...

The IRS and the Treasury Department expect that the final regulations regarding closed DB plans will not be published in time for plan sponsors to make plan design...

“Employers and their advisers stand to benefit from making it easy and convenient for these young adults to save and espouse constructive financial habits at a critical time...

Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available.

Income from retirement accounts would replace a median 14% of pre-retirement income for workers between the ages of 55 and 65, a new study suggests.

Pershing Names New COO; T. Rowe Price Hires Director of Responsible Investing; and Allianz Names U.S. Investment Strategist.

The disaster relief announcement provides significant leeway relating to PBGC deadlines and penalties for impacted employers and sponsors, both for single and for multiemployer plans. 

The relief includes relaxed rules for hardships and loans and relaxed deadlines for filings and disclosures.

A new study by the ICI finds that few DC plan participants stopped contributing to their plans in Q1 2017, and the rate of asset-allocation changes remained low. 

Reliance Trust Company Partners with Northern Trust and Wilshire Launches ESG Intermediate Credit Index

The Investment Company Institute has issued a report, “Ten Important Facts About 401(k) Plans.”

A survey from Prudential Financial finds workers in a gig job cite a lack of benefits as the biggest disadvantage.

A survey from Capital Group also found 80% of Millennials believe all employers should be expected to provide a retirement savings option.

The Department of Labor and the White House have seemingly agreed to extend the applicability date of the full fiduciary rule and its accompanying exemptions by another year.

The case is a consolidation of two lawsuits alleging BB&T breached ERISA by favoring its own proprietary investment options and recordkeeping services in its retirement plans at the...

Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors. 

New research from Fidelity warns that plan sponsors’ increasing focus on health care is cutting back the amount of money and time they have to devote to retirement...

A federal district court judge only moved forward certain claims of breaches of fiduciary duty of prudence under the Employee Retirement Income Security Act (ERISA).

The complaint suggests the companies engaged in “Tammany-like” collusion to steer assets into more favorable investments; both providers have issued strong denials and requests for summary judgement. 

The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a...