News

Wilshire Launches VETS Index; Betterment Sprouts SRI Option for Participants; LPL Opens Mutual-Fund Only Platform; and more.

However, health issues are their greatest retirement fears.

A new study by Dreyfus finds that in the midst of a changing market environment, younger investors are more likely to reevaluate their investment approach than their older...

The report from Mercer suggests designing smart systems to help ensure adequate savings given the many things competing for an individual’s paycheck and the lure of the immediate...

Lawmakers requested that the DOL issue an advisory opinion or other appropriate guidance regarding application of ERISA to auto-portability of retirement savings.

Two policy makers consider very different approaches to solve the 75-year deficit in Social Security benefits projected by the administration’s recent Trustee Report.

The sweeping Financial CHOICE Act is not the only bill being debated in Congress that would impact the ongoing implementation of the DOL fiduciary rule.

The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and...

The U.S. fell three places to No. 17 in the Natixis Global Retirement Index, comprised of 43 nations.

Ron Cohen, head of DCIO sales at Wells Fargo, compares the surprisingly wide gap between what plan sponsors expect from their advisers versus what advisers generally prioritize. 

"Employers may want to reevaluate the allocation of benefit dollars to better respond to employees’ needs and concerns,” says Alexa Nerdrum with Willis Towers Watson.

However, the CEO of IonTuition says employees need to take a balanced approach to plan for their future and deal with immediate needs at the same time.

Real estate accounts for 35% of that total.

A paper from the American Academy of Actuaries gives examples of which DB plan funding measurements are useful for different plan sponsor situations.

Social Security may be enough to cover their retirement needs, while the accumulation of personal savings can jeopardize other key safety net benefits.

The researchers conclude that “including well-designed LIA defaults in DC plans yields quite positive consequences for …workers.”

The lawsuit challenged how Voya set its crediting rate on certain stable value accounts offered to a 403(b) plan. 

"A Financial Wellness Primer" points out the cost of a workforce that is not financially healthy and the productivity gains and return on investment of offering a financial...

New additions would allow advisers to help clients calculate the amount of income from assets needed to delay benefits past full retirement age, as well as assets needed to...

The current CIO of Vanguard will rise to the position of CEO in 2018.