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The agency says the additional information would help it with projections regarding its insurance programs.

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.

In a new paper, Willis Towers Watson explores some of the advantages white label funds may offer. 

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

Researchers from State Street Global Advisors suggest policy changes that could improve retirement readiness for younger workers and late savers.

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...

Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. 

Income from retirement accounts would replace a median 14% of pre-retirement income for workers between the ages of 55 and 65, a new study suggests.

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

A researcher from Arizona State University describes some surprising research findings that show many long-term equity investments fail to outperform short-term Treasuries.

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

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.

In addition, many are not confident in their firm’s cybersecurity.

The study finds most people do not consider tax implications before deciding whether to defer into retirement plans' pre-tax or Roth accounts.

Seventy-five percent say they will take on fewer accounts with $25,000 or less in assets due to increased costs.

The study suggests advisers have pared back products and services for retirement investors, and compliance with the fiduciary rule will be costly.

BRI Launches Small Cap Index Powered by Wilshire; First Trust Launches Equity Index ETF; Vanguard Updates Benchmarks for Bond Funds; and more.

With new features, Orion clients will have access to customizable online forms. 

Plaintiffs are challenging the way Prudential sets returns and fees within stable value contracts offered to ERISA plans.