News

While investment managers are increasingly reserved in their predictions about near- and mid-term economic growth, retirement plan participants are still banking out outsized returns.  

Two-thirds of Americans believe there is some chance that they will outlive their savings.

The lawsuit argues that even a 114-participant, $9 million dollar 401(k) plan can get lower fees on investments and services.

Research has found that improvement in financial wellness improves retirement savings, but each generation has different needs and learning styles.

The U.S. Supreme Court found an appellate decision regarding a Verizon pension plan risk transfer flawed, considering the trust law underpinnings of the Employee Retirement Income Security Act.

Plan designs are also changing.

BB&T Corporation finds itself in the crosshairs of an increasingly active law firm that has dived headlong into filing big-dollar complaints under ERISA. 

Many pension plan sponsors could use help overcoming misconceptions about transferring liabilities to an insurer.

The new version of the software incorporates an income tax feature, enabling the client to consider projected income tax exposures regarding his or her social security benefits.

The Securities and Exchange Commission has given several signs that it could soon introduce a uniform standard of client care for registered brokers and advisers. 

"Our hope is that if people hear this now from actual retirees—not just retirement experts—then it will put fire under them to put a solid plan into place...

More than one-third (35%) say they should have saved more, and 29% say they should have paid more attention to preparing for retirement when they were younger.

The acquisition of Market Metrics and Matrix Solutions from FactSet will broaden AI’s portfolio of proprietary data and business intelligence capabilities for advisers and asset managers.

Segal Group expands communications practice with new hire; Newport Group names leader of institutional sales; Voya Makes organizational changes, and more.

A common category of errors found by the IRS, 403(b) plans need to understand all provisions of the universal availability rules.

High-performing advisers at the J.P. Morgan DC Summit in New York widely hope the government will make retirement savings mandatory for at least some segments of the working...

The strongest-performing advisers are leading the way on aggressive plan design, embracing re-enrollment, stretching the match and making sure plans work for participants as they’re designed to. 

While they work to fund their plans, however, uncertainties make it more difficult to calculate liabilities and returns over the long term.

Russell Investments forms new global client strategy and research team; Wilshire Consulting launches the Wilshire ClimateLens; Hartford Funds reveals plans to acquire Lattice Strategies. 

New polling from J.D. Power explores the similarities and differences among groups of “self-directed” investors.