News

New hires and promotions at Channel Financial Pension Services, Groom Law Group, Cambridge Investment Research and more.

Wells Fargo offers non-affiliated manager strategies for CITs, with no asset minimums.

The Employee Benefits Security Administration is giving employers and service providers an opportunity to comment on how it collects and processes information, especially as it pertains to a...

The California Public Employees’ Retirement System was asked by two retired police officers to include hiring discrimination settlement dollars in defined benefit pension calculations.

LIMRA research indicates that those who are not saving for retirement tend not to save for other reasons either.

Rather than considering contributions, cross-testing focuses on benefits.

A research brief contends that a national auto-IRA program would be more efficient at closing the retirement plan access gap than state-run programs.

What plan participants know about adequate savings rates and what plan sponsors think they know are often miles apart, according to a survey released by BlackRock.

This week Northern Trust announced enhancements to services for private equity investment clients, while Franklin Templeton expanded multi-asset solutions capability with new open architecture offering. 

Nearly half of plan participants do not understand their benefits materials—and most don’t even open or read the information, says the International Foundation of Employee Benefit Plans (IFEBP).

Trading personal information for discounts is generally viewed as acceptable, but many are leery about data breaches, spam and over-profiling.

Your DB plan sponsor clients should start reviewing their payment practices now, attorneys tell PLANADVISER.

 

A study finds that most retirement calculators may not be all they’re cracked up to be.

The Department of Labor’s new fiduciary rule will be very hard to reverse once in place—even if Republicans take the White House.

Most workers save only enough to get the employer match, according to research from LIMRA.

Retirement plan clients of T. Rowe Price using the firm’s Retire With Confidence program can now access Dave Ramsey’s SmartDollar financial wellness solution. 

However, levels of reallocation activity were slightly higher than the reallocation activity observed in the first three quarters of...

The Fortune 500 listing is often thought of as a pillar of stability, but that description hardly fits the way the world's biggest companies have handled retirement benefits...

The Pension Resource Institute is making its RetirementAdvantage program available to registered investment advisers that work with TD Ameritrade Institutional.

New tool from Jackson and Morningstar offers advisers the ability to create client-specific tax illustrations in real time.