News

Increasingly, participants are being directed into default investments selected by the small business plan sponsors Vanguard serves.

An analysis of 12 calculators resulted in a 60% spread in resulting monthly income.

In conversation with Anne Lester, one of J.P. Morgan’s leading voices on public policy, we hear about the growing sense of urgency she sees in Washington to help...

The new additions expand the geographic presence of the platform.

The dismissal of the lawsuit against State Street still stands.

Americans surveyed said they would be more willing to seek help from a financial professional if he or she helped them find solutions that could create guaranteed income...

A new analysis uses data on all active employees of the Federal Reserve System to examine contribution behavior in the Thrift Saving Plans—granting insight into the behavior of...

According to the court opinion, as of November 2015, there were more than 270,000 ERISA plan participants in 13,600 retirement plans invested in the fund at issue in...

Investors’ search for low-cost and passively managed funds is a primary reason.

Retirement plan advisers will need to help DC plan sponsors communicate to participants and help DB plan sponsors review their investment strategies.

Beaumont Capital Management hired director of Quantitative Research, and Ellen Lander’s advisory firm joined Global Retirement Partners.

A federal court said that by not repaying the overpaid funds, the former participant has breached her ERISA fiduciary duties.

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index. 

A vast majority think their employees would take advantage of such a benefit.

The proposed regulations include a withdrawal of a specific provision of the notice of proposed rulemaking published in December 2008 regarding the calculation of amounts includible in income...

The tool shows investors how much annual retirement income their portfolio will produce.

The solution integrates offerings from five independent financial wellness providers.

Proposed rules in January provided nondiscrimination testing relief.

According to one Fidelity executive, the key to getting customers to embrace a new service is to include them in its development. 

The three calculators for advisers to use with their participant clients are the: Paycheck Analysis, 1040 Analysis and Projections.