State Street Corporation announced that Scott Powers, president and chief executive officer of State Street Global Advisors (SSgA), intends to retire later this year after more than seven...
New merger and acquisition (M&A) data from Schwab Advisor Services finds the pace of deals in the registered investment adviser (RIA) industry remained steady in 2014.
Retirement industry advocates sent a letter to the SEC arguing fee disclosures regulations would also benefit participants of non-ERISA retirement plans.
A federal appellate court found a plan administrator cannot change the calculation of early retirement benefits for participants who terminated under an old version of the plan document.
According to the recent “Generational Planning Study” released by Genworth, nearly half (46%) of American adults give themselves a poor or failing grade when it comes to their...
U.S. companies reported a slight 3% drop in non-qualified deferred compensation plan participation rates from 2013 to 2014, according to the MullinTBG/PLANSPONSOR Executive Benefits Survey.
Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.
By looking at the groups who scored highest in all categories in its Retire Ready Index, Voya offers an opportunity to better understand the traits, behaviors and practices...
Americans do appear to have a fair understanding of certain personal finance concepts, and both workers and retirees agreed that they place a high degree of importance on...
The Pension Benefit Guaranty Corporation (PBGC) is requesting that the Office of Management and Budget (OMB) extend approval of two collections of information under PBGC’s regulation for reportable...
As plan advisers are increasingly focused on new strategies to improve plan participant outcomes, liquid alternatives may present an opportunity to diversify retirement portfolios.
Procrastinators do not exhibit optimal retirement savings‐related financial behaviors, research finds, leading to worse preparedness by the retirement date.
Target date funds (TDFs) were the dominant source for inflows into defined contribution (DC) retirement plans in 2014, with nearly 33% of cash flows invested in the multi-asset...
New York City Comptroller Scott Stringer has proposed a state law requiring financial advisers to disclose whether they put their own financial interests ahead of their clients’ needs.
Ameriprise Financial has agreed to settle a closely watched Employee Retirement Income Security Act (ERISA) suit, Krueger v. Ameriprise Financial, for $27.5 million in plan reimbursements and remedies.