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At the same time, employees in ESPPs are using company stock to address financial wellness needs.

In addition, more than one-quarter of recent retirees say life is worse because of income and cost of living.

Defendants pursued an “exceptionally imprudent investment strategy” with respect to a significant portion of the DST System retirement plan’s assets, plaintiffs claim, resulting in up to $100 million...

Speaking with a recent winner of the Plan Adviser Mega Team of the Year designation, Elizabeth Bell offered a frank, behind-the-scenes look at the ongoing legislative discussions surrounding...

DB plan sponsors are accelerating funding of their plans and adopting more de-risking strategies, a survey finds.

Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires Senior DC Strategist; MassMutual Hires Three New Regional Managing Directors; and more.

Retirement plan advisers work closely with recordkeepers and third-party administrators, and as in the recordkeeping market, there are significant and persistent pressures reshaping the TPA landscape. 

The campaign aims to engage employees in a discussion about their overall financial decision-making, with an emphasis on their retirement savings decisions.

PwC says there is a great need for financial wellness programs, as 53% feel financially stressed, and that this costs employers with 10,000 workers $3.3 million a year...

Despite the generally positive perceptions of the benefits of guaranteed lifetime income, only one in four survey respondents age 45 and up plan to purchase an annuity. 

When asked how they would like to receive advice, respondents reported preferences for receiving advice as often as they have questions and through channels like email and 1:1...

Of the 36 education topics identified by a recent survey, 50% of the firms cover more than half of the topics, and 33% cover beyond two thirds.

Pershing Names New COO; T. Rowe Price Hires Director of Responsible Investing; and Allianz Names U.S. Investment Strategist.

The plaintiff alleges that the contract’s cancellation was not made with his and the other beneficiaries’ interests in mind, but rather to improve the parent/subsidiary companies’ financial positions...

Putting more into pensions cuts into plan sponsors' operating cash, which should be considered for their DB funding and investment strategies.

Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.

Participants successfully challenged Foot Locker’s determination of benefit accruals after the conversion of a traditional pension plan into a cash balance arrangement. 

After a trip through the 9th Circuit and the U.S. Supreme Court, the case of Tibble vs. Edison has received another ruling in the district court where it...

A new study by Mercer suggests an effective financial wellness program needs to raise employees’ financial courage or the confidence to engage in financial issues.

Experts with the American Academy of Actuaries argue the Annual Funding Notice process required of pension plans under ERISA Section 101(f) is “an example of a good idea...