Search results for: the blank effect

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

Working with a financial adviser increases confidence, an IRI survey found.

The Securities and Exchange Commission has approved FINRA's rule proposal addressing financial exploitation of seniors. 

Leading homepages now provide more diverse selections of additional plan data, which are often part of new plan health tools that offer intuitive summaries of overall plan health,...

Nearly three in 10 (29%) professors surveyed by Fidelity aren’t sure of the investment mix of their retirement savings, suggesting they don’t know if the investments they selected...

A bill introduced to lawmakers directs the DOL and the Treasury Department to allow employers and sole-proprietors participating in retirement plans administered in the same way to file...

The 6th Circuit said if 403(b) participants had tried to use the plan's administrative remedies for claims a plan amendment violated ERISA, it would have been futile.

A new program from Trucker Huss provides plan sponsors with a written opinion of counsel that their plan document, as amended after the date of their last IRS...

Pentegra Fiduciary SmartPath details each fiduciary role in a retirement plan and focuses on helping plan sponsors and advisers clarify the many nuances associated with fulfilling their obligations.

The document is titled, Does a Borrow-to-Fund and De-Risk Strategy Still Make Sense?

A large number of Americans are lagging behind in retirement savings, but adviser interaction and effective digital tools may reverse this trend.

Schwab Partners with eShares; and USAA Deploys Military Retirement Comparison Tool.

Research from Cerulli Associates warns consumers broadly do not understand liquid alternative investments—what they are made of or how they are supposed to function. 

Even if the DOL leadership under President Trump declines to enforce a strict fiduciary standard, private litigators will undoubtedly pick up any slack if the administration fails to...

Even though retirement plan sponsors are seeing higher participation rates, several employees struggle with handling debt, budgets and savings, which is undermining retirement readiness.

The new leadership at Department of Labor has published the rulemaking through which it hopes to delay the strict conflict of interest rules championed by the previous administration...

Large employers are driving the demand for the emerging well-being solutions, such as financial wellness, a survey finds.

HealthSavingsAdministrators Launches HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.

John Scott with Pew Charitable Trusts says there are some complicating factors that do not lend to a straightforward analysis of how this will affect those plans if...