News

A look at the latest legislative, regulatory and judicial developments

On the last day of trading in 1996 the S&P 500 Price Index stood well below 800; since then it has crossed the 1,500-point mark no fewer than...

Households from all income groups hold DC plan accounts and appreciate the tax treatment and investment features of their plans, according to a new report by the ICI.

The new Tax Exempt Center of Excellence website is a central hub for advisers and financial professionals to access information about OneAmerica tax-exempt plan products and services.

TD Ameritrade breaks down U.S. adults as savers or spenders in a new study that analyzes long-term saving for retirement.

“Tax incentives for retirement savings are designed to help people build a nest egg,” says one high-ranking member of the Senate Finance Committee, “not a golden egg.”

The rule is intended to facilitate the payment of benefits partly in the form of an annuity and partly as a single sum.

Employees who receive equity compensation advice feel much more confident about retirement than those who have not received help from a financial adviser, a survey finds.

In a report, the GAO notes that concerns about legal risks and recordkeeper constraints may deter many 401(k) plan sponsors from offering lifetime income options in their plans.

New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.  

 

They say they do not see the value and that the fees are too expensive.

Ascensus Enhances Managed Accounts Services with Morningstar; Goldman Sachs Launches New ETF; Pacific Life Releases New Index; and more.

New financial wellness coaching platform incorporates research-backed strategies and technology to help employees set and achieve financial goals. 

"By studying the experience of workers who participate consistently across several years, this study shows more accurately the extent to which steady, paycheck-by-paycheck saving and compounding investment returns...

The Plan Data Intelligence ReSource from ERISApedia.com offers “powerful online data mining of the most current Form 5500 filings.”

A study found general education sessions are ineffective, and employees said digital tools would get them more engaged in their retirement planning.

New research from global analytics firm Cerulli Associates suggests more assets in the retirement industry will remain in employer-sponsored DC plans following implementation of the rule.

 

Governance Leaders are focusing on pursuing new investment strategies, prioritizing risk management capabilities, hiring more risk talent and expanding internal investment capabilities, enhancing their board’s effectiveness, and improving...

Among the worrisome data points shared with this week with U.S. Senators on the Special Committee on Aging is that nearly half of individuals cannot easily cover an...

A study by the LIMRA Secure Retirement Institute shows many Americans begin planning for retirement after reaching a significant age.