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Longevity, lower investment returns, and inadequate savings are contributing to a growing shortfall in what individuals will need for a longer retirement, a report says.

In the midst of ongoing litigation regarding excessive fees, plan sponsors need an understanding of the different fund share classes available and how they affect fee structure. 

Corporate Insight offers tips for plan sponsors to build an effective social media strategy.

Witnesses called out regulations that hurt Americans retirement savings—the fiduciary rule, among others—and made recommendations for new rules that...

Plan sponsors can provide participants with a variety of tools to help them determine whether they are on the right track to retire on time.

Providers introduce plan health assessment tools: One is part of a suite of financial wellness solutions, and one offers an assessment that includes plan compliance measures.

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

Morgan Stanley Changes Fund Offerings; Wilshire Launches ABR Equity Index; Data Science Partners Develops Downside-Risk Protection Model; and more.

Losing tax-exempt status can affect the ability to offer 403(b) plans.

Once a customer is enrolled in the optional service, he or she simply speaks the passphrase, “At Transamerica, my voice is my password,” to securely access their accounts,...

Aria Retirement Solutions Expands Leadership; Cetera Financial Group Appoints Board Member; and more.

The solution is built around automated newsletters that establish regular contact with clients and prospects. 

At a recent PLANADVISER focus group event, it was evident that small- and mid-market plan sponsors had little interest in “white labeling” investments—and their rationale might surprise you. 

Morningstar Developing Enhanced Risk Identifying Solution; and Toroso Launches New ETF Index

 

A new survey by CFO Research and Prudential finds most financial executives believe a financially secure workforce has a major positive effect on their bottom line.

The IRS’s proposed increases in mortality assumptions will raise PBGC premiums for single-employer pension plans from $8.6 billion to $9.6 billion.

The proposal would amend various other sections in AICPA Professional Standards.

TIAA finds one-on-one education and advice sessions with non-profit employees can have dramatic impacts on participation, contributions, investment allocation, and confidence. 

There is more retirement plan investment fee data available than ever before, but it is still not exactly easy to identify a good value.