News

DB plan sponsors are accelerating funding of their plans and adopting more de-risking strategies, a survey finds.

A review of fiduciary governance and the liability insurance policy can help 403(b) plan sponsors steer clear of the litigation whirlwind hampering the industry today.

In a new paper, Willis Towers Watson explores some of the advantages white label funds may offer. 

The 3% return on the standard equity portfolio measured during the second quarter pushed the decade-old DC plan investing index to a record-breaking year. 

Advisers who help plan sponsor clients address employees' health care cost concerns may be helping to boost employees' retirement savings.

Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires Senior DC Strategist; MassMutual Hires Three New Regional Managing Directors; and more.

In conversation with PLANADVISER, cybersecurity attorney and former SEC staffer Marlon Paz suggests it is absolutely essential for advisory firms to have a senior executive “not just appointed...

Even though trading among 401(k) participants was up slightly this month, most of the inflow traveled to fixed income vehicles.

The new relief is in addition to the Form 5500 Annual Return/Report filing relief already provided.

Recent college graduates naturally look forward to their first well-paying job—and they often have a lot of ideas about what they will do with their income having nothing...

Retirement plan advisers work closely with recordkeepers and third-party administrators, and as in the recordkeeping market, there are significant and persistent pressures reshaping the TPA landscape. 

The campaign aims to engage employees in a discussion about their overall financial decision-making, with an emphasis on their retirement savings decisions.

Goldman Sachs Launches new ETF; Betterment Rolls Out Smart Beta Portfolio; and GRP Partners With Envestnet to Launch CIT Suite.

PwC says there is a great need for financial wellness programs, as 53% feel financially stressed, and that this costs employers with 10,000 workers $3.3 million a year...

The program enables employers to make after-tax contributions towards participants’ loans.

Advisers can also use the platform to move clients from a fully-automated solution to a more collaborative arrangement as needs evolve.

Despite the generally positive perceptions of the benefits of guaranteed lifetime income, only one in four survey respondents age 45 and up plan to purchase an annuity. 

Loan and hardship rules, in addition to reporting requirements, have been relaxed.

It had sunk to an all-time low in 2016.

Comments submitted to the Department of Labor by experts with Morningstar warn the loose use of the term “clean shares” could jeopardize fiduciary compliance.