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RESA Is Back in the Senate, with Some Technical Amendments
A section-by-section overview of the Retirement Enhancement and Savings Act of 2019, which was just introduced in the U.S. Senate.
Pentegra Releases Millennial SmartPath
Pentegra Millennial SmartPath is a report detailing best practices and strategies for Millennials to help improve retirement readiness and overall financial wellness.
Couple Retiring This Year Will Spend $285,000 on Health Costs
While Fidelity’s estimate is for a couple retiring in 2019, the firm says it’s also a call-to-action to younger generations.
Healthier Economy Brings Out Retirement Concerns
One of the ironies of surveys of U.S. workers’ retirement confidence is that improved economic conditions allow people to look towards the future, which can in itself cause...
Affirmation of Teets vs. Great-West Shows ERISA Liability Limits
ERISA sets exacting standards when it comes to the treatment of retirement plan investments, but a new appellate court ruling underscores the fact that not all parties dealing...
‘SECURE Act’ May Advance Soon in House, Mirroring ‘RESA’
Among the proponents of the retirement enhancement legislation is the Insured Retirement Institute, which expects the Ways and Means Committee to advance the new bill as soon as...
Senators Ask the Administration Why It Has Flipped on Retiree Payout
Murray’s and Wyden’s letter questions why employers will be allowed to offload pension liabilities and transfer risk to retirees.
Retirement Industry People Moves
Horizon Investments names head of portfolio management; FS Investments names chief technology and operations officer; and more.
Tussey vs. ABB Fee Litigation Saga Draws to a Close
There are an abundance of lessons to be learned by examining the many twists and turns of Tussey vs. ABB, one of the original examples of retirement plan...
2019 PLANSPONSOR Retirement Plan Adviser of the Year Winners
Congratulations once again to all the finalists and winners of this year's PLANSPONSOR Retirement Plan Adviser of the Year Awards.
Investment Product and Service Launches
Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice.
Hedge Fund Returns Muted in Light of Sustained Bull Market
In recent years, hedge funds have not assumed sufficient risk to deliver attractive performance, but Willis Towers Watson suggests new approaches they can take to remain relevant.
Middle-Income Americans Fret College and Retirement Costs
Only 33% think they are saving enough for retirement, according to a Primerica survey.
Women Feel More Vulnerable to Retirement Risks
Nearly one-third fear they will outlive their assets, according to LIMRA-SRI.
UK Auto Enrollment Initiative Shows Participation Rate Increase
While the UK's requirement to automatically enroll all workers into a retirement plan showed a potential for a big boost in participation if the U.S. were to adopt...
Benchmarking Ability Shouldn’t Hinder DC Plan Adoption of ESG Investments
There are obstacles to good comparisons for environmental, social and governance (ESG) investments, but in a white paper, Karen Kaufman-White, investment research associate at Strategic Benefit Services, indicates...
Nearly Six in 10 Young Women Have Tapped Into Their Retirement Account
This is true for only 38% of the general population, according to an E*TRADE survey.
ESOPs Offer Additional Business Opportunity for Retirement Plan Advisers
Employee stock ownership plans deliver benefits to employers and employees. Advising ESOPs can bring new opportunities.
Seventy Percent of Americans Feel Financially Stressed
Asked what benefits support their well-being, 74% said retirement plans, 56% said life insurance, 35% said tuition reimbursement/student loan repayment programs, and 29% said financial education.