News

New survey again confirms all-automated advisers can’t compete with humans.

Thirty-eight percent know how much they’ll need, and 40% have decided the age when they’ll retire.

But fewer than one in four part-time workers have access to such a plan.

Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill.

The money “checkup” tool asks people about their goals and reveals where they need help.

PBGC is adjusting the way DB plans use interest rate assumptions to value and pay benefits.

New guidance from the IRS details when and how defined benefit annuity payments are taxed when retirement comes in steps.

The 2nd Circuit used the same logic in prior decisions to determine plaintiffs had not proven Lehman plan fiduciaries violated the Employee Retirement Income Security Act (ERISA).

PDI aims to be a resource for analyzing Form 5500.

Among other things, Greenwich Associates says liquidity needs of institutional investors will fuel demand for ETFs in fixed income, driving $68 billion in new annual flows.

The updated site has been designed to support employees' specific health-, wealth-, and career-related goals, available from any mobile device or computer.

It has also ramped up social media efforts as part of its participant education program.

Until 401(k) plan sponsors are more comfortable offering in-plan retirement income products, the industry must find solutions to deliver nuanced advice around retirement income to low-balance investors, Cerulli...

Protecting assets and saving for retirement are also key goals.

At year-end 2015, about half of all Vanguard participants were solely invested in an automatic investment program—compared with just 29% at the end of 2010.

However, the committee made another suggestion assuming "there will be no IRS change of heart."

Each firm will be given a core fixed income mandate because “research indicates that smaller asset managers are likely to add value relative to the benchmark with these...

Forty percent plan to switch career fields when they reach the traditional retirement age.

The average age they plan to start taking the benefits is 64.

Kravitz opens Atlanta office; CUNA Mutual adds six to sales team; LPL opens office in D.C. for Government Relations team.