| Fee Litigation Targets Multiple Retirement Plans at Health System |
| Plaintiffs suggest their employer should have allowed a single recordkeeper to service its traditional DC plan and its 403(b)—and that it paid excessive fees by paying for distinct administrative services for each.
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| All Generations Worry About Retirement |
| Forty-five percent of Baby Boomers expect their standard of living will decrease in retirement; the vast majority of Generation X think their generation will have a harder time achieving financial security than their parents.
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| Advisers Will Share New Investment Ideas in 2017 |
| Clients are demanding new approaches to investing and new ways to address fiduciary risks; advisers are finding ways to oblige them.
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| Financial Shocks in Retirement |
| Pre-retirees expect to live to age 85, but the latest SOA mortality data finds that a 65-year-old male will live to age 86.6, while a 65-year-old female will reach age 88.8. Nonetheless, 55% of pre-retirees and retirees do not anticipate living that long.
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