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Ongoing Volatility Projected by J.P. Morgan’s Guide to Retirement
Retirement investors have little choice but to stay the course; even backing away from the markets for a short period can prove detrimental to long-term returns.
‘INFORM Act’ Seeks Pension Lump-Sum Buyout Transparency
The bill would require an explanation of how a lump sum was calculated—including the interest rate, mortality assumptions and whether any additional plan benefits were included in the...
The Democratic Candidates’ Retirement Proposals
A national automatic savings plan wouldn’t create much competition, but changing taxation for nonqualified plans would be a big disruption.
Sponsored by Invesco
The Forgotten Participant
Examining defined contribution participant investing behaviors and decision-making
Sponsored by Invesco
Counterarguments Filed in ERISA Lawsuit Targeting Teva Pharmaceuticals
The defense says the lawsuit should be dismissed because the plaintiffs’ theory of liability is ‘antithetical to the discretion afforded to ERISA plan fiduciaries in designing a 401(k)...
Aon and Willis Towers Watson Announce Merger
According to the firms, part of the rationale behind the move is that it combines two highly complementary businesses into a technology-enabled global platform that is more relevant...
Retirement Industry People Moves
Wilshire Consulting president resigns and announces successor; The Standard names government and regulatory affairs director; DCIIA unveils founding members and pillars for RRC; and more.
CenturyLink Wins ERISA Fiduciary Lawsuit Dismissal
After multiple restatements of the complaint and a previous order curtailing some of the plaintiffs’ claims, CenturyLink has emerged victorious.
Investment Product and Service Launches
Vanguard modifies managed payout fund; Transamerica launches stable value option for 403(b)s; Fidelity announces health savings mutual funds; and more.