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Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.

Six months after a re-enrollment, 94% of participants and 74% of plan assets were in TDFs, while one year later, 92% of participants and 81% of plan assets...

An EBRI analysis examines reasons why demand for immediate annuities among retirees and near-retirees remains low. 

Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds 

Their concerns are that small businesses will be discouraged from offering retirement plans to employees, and that employees put into state-run plans will not have the protections of...

A revenue ruling reveals compensation tables for use in determining contributions to defined benefit plans as well as the taxable wage based used in permitted disparity contribution formulas...

A new publication from the SEC outlines the five most frequent compliance topics identified in deficiency letters sent to SEC-registered investment advisers.

Of course, this review could lead to a delay in, or even halt of, implementation of the rule.

The idea of taking PBGC premiums “off budget” is nothing new, but the project is supported by a laundry list of retirement plan providers and their trade group...

The guides reflect changes to the programs that were effective January 1, 2017.

Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more.

One of the first steps state-run plans for private-sector employees that have been passed are taking is issuing RFPs for recordkeepers and investment managers.

More than half of Americans believe the Trump administration will have an impact on their retirement savings strategies.

The agency has adjusted for inflation penalties for certain reporting failures.

Defined contribution retirement plan industry professionals certainly have heard the “TDF versus managed account” debate; increasingly, providers are seeking a middle ground. 

The Financial Finesse report discusses the official definition of workplace financial wellness, the cost savings of an effective financial wellness program, measuring the return on investment (ROI) of...

Plan Power by Prudential evaluates a range of plan design features, so financial advisers can help plan sponsors see how making certain changes could result in positive participant...

Medium- and long-term return assumptions that had already been fairly muted heading into 2017 should be adjusted downward even further, a new analysis from Cerulli Associates contends. 

Defined contribution plan sponsors are looking to negotiate recordkeeping fees, reduce revenue sharing and switch to lower-cost investments, a survey found.