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Women’s Financial Health Hits 5-Year Low
Recent research from Ellevest examines 12 different indicators to track and understand women’s financial health.
What Is the DOL’s Plan If the Government Shuts Down?
Like most organs of the federal government, the Labor Department maintains an explicit policy for government shutdowns as a consequence of their frequency.
Analysis of American Workers Shows Retirement Plan Type Influences Spending Habits
A study of government employees reported that those with defined benefit retirement plans typically spend a higher percentage of their income than those with a defined contribution or...
Adviser Product Partnerships
Novata and S&P Global Market Intelligence partner to support private market investors; Fidelity Institutional and Salesforce partner to deliver digital platform experience; NAIC and UBS partner to support...
Annuities’ Bad Rap
Research shows a link between a good comprehension of annuities and a more favorable view of the products; unfortunately, annuity know-how remains low among individual investors.
Underestimating Longevity Risk
Americans’ projections about their own life expectancy often miss the mark, which can create problems in retirement.
Decumulation Is Personal
New income solutions are focusing on customization and flexibility, in recognition of the fact that spending in retirement is more complicated than saving for it.
How Participants Have Responded to This Year’s Economy
A T. Rowe Price study shows participants have not changed their loan distribution or withdrawal behavior despite increased inflation and market volatility.
What Plan Sponsors Should Expect From a Retirement Plan Adviser
As plan sponsors look to evaluate their relationship with their financial advisers, experts say it is critical that advisers understand more than just retirement.
Lawsuit For Wake Forest University Retirement Plan Proceeds
The judge has allowed the case to go forward and the ‘plaintiffs should be afforded an opportunity to conduct discovery.’
ERISA Suit Against Exelon Dismissed
The plaintiffs had alleged that their employer maintained expensive and low-performing investment options for plan participants.
Transamerica, Smart, and Finhabits Expand Retirement Plan Coverage to Underserved Markets
The service is meant to be an affordable alternative to state-mandated retirement plans.
New Advisory Group on Preventing Senior Scams to Meet Next Week
The advisory group was established by the Stop Senior Scams Act, passed in March, and is charged with developing strategies for combating financial scams against seniors.
Retirement Industry People Moves
Pontera appoints its first chief marketing officer; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney names new partner; and more.
Parties Reach Preliminary Settlement in 16-Year ERISA Lawsuit
Plaintiffs agree to settle for $267 million in a class action suit that alleged that PricewaterhouseCoopers LLP undercalculated lump-sum payments made to pension participants.
Mentorship Is Key to Success for Attracting Diverse Associates
An Edward Jones study finds that most in the advisory community believe seeking out a mentor is the most important focus for diverse associates early in their career.
Product and Service Launches
Purchasing Power introduces financial wellness services and iJoin leverages Coherent’s retirement savers product innovation tool.
Employees and Employers Show Disconnect on Workplace Benefits
Morgan Stanley at Work’s second annual study finds that employees value help.
All 3 Defendants Move to Dismiss Cybersecurity ERISA Suit
The defendants are accused of ignoring several red flags, resulting in over $750,000 being stolen from a retirement account.
Wilmington Trust Introduces Digital CIT Onboarding Tool
Plan adviser users of the tool can automatically pull key data for the plan they are advising into the system from the data contained in the IRS Form...