News

Research found more were 'too worried' about their retirement preparedness than 'not worried enough.'

MainStay’s Retirement Institute provides resources for advisers to use as they help their plan sponsor clients and prospects navigate the governance landscape.

Hispanic workers born outside of the United States have the lowest retirement plan participation rate of all other workers, but several strategies can help reverse the trend. 

Not only will IRS agents look for proof that the hardship was for an immediate and heavy financial need, they will be looking to see if plan sponsors...

More than one-quarter feel they are not making any savings progress at all.

A study suggests progress on a variety of personal financial goals appears to have taken a negative turn in the past two years, including saving enough for retirement.

“Regulatory pressure increases the appeal of independence and the need to shift the active versus passive conversation,” according to a new report from Cerulli Associates. 

Although the Great Recession is a thing of the past, Baby Boomers are still struggling to stay afloat financially and many have stopped investing for their future.

Large employers are driving the demand for the emerging well-being solutions, such as financial wellness, a survey finds.

There is a common notion that workers prefer the safety of defined benefit plans—but research shows the flexibility and control offered by DC accounts are also highly valued. 

In the last few years, real-estate exposure has been gaining traction in the DC space; however, its potential for key benefits also poses several challenges.

The firm is adding a wave of new features designed to help advisers develop holistic and simplified financial plans for their retiree client base. 

A new online resource provided by ICMA-RC seeks to help savers working for public employers evaluate and realize their long-term financial goals. 

Goldman Sachs to Acquire OCIO Business; HealthSavings Administrators Appoints Industry Vets to National Sales Team; The Standard Hires Plan Consultant; and more.

Growfund operates like a 401(k) or a personal foundation, with funds able to be saved or invested and grown over time.

The Tax Center at myStockOptions.com is offering expanded capabilities and education support to help employees and their advisers meet 2017 tax reporting requirements related to stock options. 

DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.

The underlying stock drop litigation had already seen multiple rulings from a New York district court and the 2nd Circuit. 

HealthSavingsAdministrators Launches HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.

Defining exactly what it means to be “satisfied” with retirement is a difficult matter, complicating the effort to assess the real impact of the global shift from DB...