News

It’s not just a U.S. phenomenon: longer lives and the rise of defined contribution plans are creating a global need for deeper knowledge about personal savings and investing. 

Those with 100% of their portfolio in a target-date fund are the least likely to exchange funds.

A hybrid income strategy, combining a variable immediate annuity with discretionary supplemental withdrawals from a separate liquid asset account provides the best income at the least risk for...

“RiskPro will help ensure that advisers build portfolios that are in their clients' best interests, as required by the new DOL rules,” says Nick Scalzo, chief executive officer at ProTools. 

A new report from The Pew Charitable Trusts lends some support to the arguments many providers have raised against the increasing prevalence of state-based retirement plans for the...

Areas with low DC plan access tend to be those with more small businesses, according to a new analysis from the Pew Charitable Trusts.

The National Association for Fixed Annuities filed a complaint in district court to “challenge and vacate the Department of Labor’s final fiduciary regulations.”

NYLIM appoints Chief Operating Officer; Janney hires two Institutional Equity sales professionals; Securian hires Retirement Plan sales leaders, and more.

Mark Iwry, senior advisor to the U.S. Secretary of the Treasury was in Seattle to support the initiative.

The Envestnet platform is now part of Advisor Group’s comprehensive offering for financial professionals serving the retirement plans marketplace. 

The index enables comparison of illiquidity risk premiums across assets on a consistent basis.

DB plan sponsors need help assessing whether they are in the right vehicle structures or funds offering the right liquidity terms. 

Oppenheimer unveils new infrastructure fund; Morningstar acquires fixed-income analytics firm InvestSoft Technology; Cohen & Steers named adviser to new SEI fund; Hartford Funds partners with Schroders to expand...

U.S. employees surveyed indicate they are will to pay more for retirement benefits.

 

A coalition of national financial and business trade groups has filed a lawsuit to strike down the DOL’s new regulations that will require most brokers and investment consultants...

Designed specifically for plan providers, advisers, and their plan sponsor clients, SmartEnroll reduces the complexities and print/mail costs associated with retirement plan enrollment.

Joining forces will expand the services and scope of both firms, executives say. 

More plan sponsors than ever are looking to convert their pensions to group annuities.

Plan sponsors and participants can access a library of interactive tools to help participants prepare for potential challenges such as health care costs in retirement, college savings and...

New research from State Street Corporation finds a majority of asset managers believe they’ll be using “blockchain” data security technologies within five years. So, what’s blockchain?