Search results for: the blank effect

A paper studies just how financially literate LinkedIn users are, with the so-called Big Three literacy questions as their starting point.

Effective July 9, DB plan sponsors may no longer offer a lump-sum window to participants who have begun receiving installments.

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.

A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans.

Nearly half of financial professionals say traditional advisers brush aside concerns about robo-advisers, but LIMRA research says the technology holds potential.

Participants of a forum identified the workplace as a potentially effective venue for providing financial education and helping individuals improve their financial decisions.

Advisers can leverage the array of information available to clients to show their value.

Based on an analysis of participant behaviors, Empower Retirement has built a new website for participants.

A paper explores whether higher limits on 401(k) plan contributions encourage people to save more.

Reductions of up to 26 basis points or up to 38% per fund vary by fund.

Fitch Ratings warns the proposed fiduciary rule language from the DOL would substantially impact current adviser and investment fund provider business models.

The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an even more intricate tale.

The J.D. Power 2015 U.S. Financial Advisor Satisfaction Study notes a drop in loyalty among financial advisers toward their investment firm employers and partners.

Workers are still mainly unaware of the long-term tax-free growth health savings accounts (HSAs) can generate.

A district court in Colorado has granted in part and dismissed in part a motion from Great-West to dismiss a class action lawsuit alleging the company breached fiduciary...

Deciding where to start is a critical and challenging part of serving retirement plans. 

Retirement plan advisers and plan sponsors share some concerns about data security, but advisers are especially worried.

The “retailization” of 401(k)s and other plan types has sold participants short, experts say.

A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.

Labor Secretary Perez was just about the only witness called to a recent Congressional hearing to actually defend the DOL’s fiduciary redefinition effort.