News

Often, investment jargon is designed to market and not to inform, says Segal Rogerscasey’s CIO Tim Barron.

Fortune 1000 companies with frozen pension plans went conservative in 2014, while open plans took a bit more risk.

There is a concept in biology called punctuated equilibrium, in which long periods of stability are interrupted, rapidly and unpredictably, by meaningful change. It’s an apt metaphor for...

The Bipartisan Budget Act of 2015 includes some good news about funding calculations and mortality tables, but there is some bad news in it too.

Retirement planning is harder than dieting; retirement may hinge on winning the lottery; or can Oprah be my adviser?

CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.

Individuals with high prescription drug costs need to save substantially more for retirement than others.

Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership. 

Fidelity suggests six steps for advisers to embrace technology.

The demand for low fees will continue to cut into actively managed funds in portfolios.

Employees feel surprisingly trusted but inefficiencies abound in how American workers go about their workday.

It’s happened before and it will happen again—a hike in PBGC premiums and shifting SOA mortality projections have materially raised the cost of running a pension plan. 

The Retail Investor Protection Act is likely to be vetoed by the White House.

The product delivers personalized, interactive content to employees.

The move is in response to a growing number of advisers offering retirement services.

Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same situation many Baby Boomers are in now.

Senator Elizabeth Warren has already made a name for herself as a harsh opponent of Wall Street, but a report issued today on collusion between the annuity and...

Retirement is a matter of when, not how much, for most people.

Following on $30 million in enforcement actions announced in July, FINRA says it’s going after five more advisory firms accused of overcharging charities and retirement accounts. 

They say savings should determine when to retire.