News

More than half of Americans believe the Trump administration will have an impact on their retirement savings strategies.

“We’re encouraged by the results and are working hard to expand the program to more plan sponsors,” says Carlos Rojas, director of consumer and cultural engagement at Principal,...

Like individual investors, TDF portfolio managers feel pressure to react to short-term trends and speculative market headlines; as with individuals, performance depends on efficient portfolios and a principled...

The agency has adjusted for inflation penalties for certain reporting failures.

The iRetire platform estimates annual retirement income and helps advisers guide their clients through different strategies that can close the income gap.

Forty-two percent of Gen Xers and Baby Boomers surveyed say they plan to mostly or entirely rely of Social Security.

Defined contribution retirement plan industry professionals certainly have heard the “TDF versus managed account” debate; increasingly, providers are seeking a middle ground. 

Betterment will now offer three different plans including a premium option offering investors access to licensed financial experts who can offer advice and monitor their accounts year round.

New programs and education are designed to get participants more engaged with their retirement plans.

In the latest annual update of its retiree health savings analysis, EBRI found that the range of retiree health savings targets rose between 0% and 6% between 2015...

Helping clients develop an estate plan may help them avoid certain tax consequences, Fidelity says.

The Financial Finesse report discusses the official definition of workplace financial wellness, the cost savings of an effective financial wellness program, measuring the return on investment (ROI) of...

Plaintiffs from the Caterpillar retirement plan feel the price paid for advice was too high and was not transparently tied to the level of service delivered. 

“If there were any doubt about the best interpretation of the church-plan definition, it would be resolved by the position adopted and consistently applied by the IRS, DOL,...

Conventional thinking about product packaging and distribution just won’t cut it in tomorrow’s retirement advisory industry. 

Plan Power by Prudential evaluates a range of plan design features, so financial advisers can help plan sponsors see how making certain changes could result in positive participant...

Mercer suggests not-for-profit health care organizations keep an eye of 403(b) lawsuits, ACA regulations and DB funding, among other things, when making investment decisions in 2017.

Medium- and long-term return assumptions that had already been fairly muted heading into 2017 should be adjusted downward even further, a new analysis from Cerulli Associates contends. 

Employees who retire with strong retiree benefits are happy retirees, but those who leave because they feel disengaged regret when they retired and worry about not having enough...

Defendants unsuccessfully argued that the breach of fiduciary claims should be dismissed because they fulfilled their duties by offering an array of investment options.