News

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.

The Securities and Exchange Commission (SEC) released examination priorities for 2015 in the shortest form ever: just five pages.

HighMark Capital Management has selected Clearwater Analytics to provide investment accounting, reporting and data management.

Unlike established retirement plans with hundreds or thousands of participants, startup plans at small businesses are often at risk of folding because of weak participation.

An increasing number of employers are broadening the types of financial and retirement planning resources they offer employees.

Non-traditional families living with additional members in their households report a positive living situation, but feel financially burdened, according to a study by Allianz.

PNC Retirement Solutions released a zero revenue sharing mutual fund platform for defined contribution retirement plans.

Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.

Shane Hall Financial has partnered with PlanMember Securities Corporation as a PlanMember Financial Center.

The PBGC is revising its premium filing procedures to require reporting of pension risk transfer actions.

Conor Weir and Sophois Sokhom have joined Retirement Benefits Group to provide retirement consulting services to clients in Long Beach, California.

The DOL’s Employee Benefits Security Administration says a substantial year-over-year drop in the agency’s reported collection totals for 2014 is the result of a change in reporting technique.

Staff reductions over several years must be related to be considered together when deciding if a partial pension plan termination occurred.

Standish Mellon Asset Management Company, a BNY Mellon investment boutique focused on fixed income, hired Max Guimond as solutions strategist for its liability-driven investing group.

Emily Hooyman will oversee the process of onboarding new clients of The Retirement Advantage.

A new product expands access to institutionally priced lifetime income for thousands of retirement plan participants.

Chatham Partners announced a new market research platform for asset managers and retirement plan service providers aimed at boosting client service efficiency.

Make it simple. Avoid jargon and complex graphics. And remind participants of the benefit they’ll receive—or give up—by participating in a workplace-based retirement plan.

Erin M. Sweeney is joining the ERISA & Fiduciary Litigation Practice at Washington, D.C., law firm, Miller & Chevalier.

A pension plan that has changed actuarial services firms can have a change in funding method automatically approved.