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DCIIA Offers Clarification of Longevity Annuity Rules
The DCIIA has released a FAQ document about new regulations for qualifying longevity annuity contracts in retirement plans.
DC Plan Use of Company Stock More Restricted
Fewer retirement plans offer employer stock and fewer plan participants hold concentrated company stock positions in their retirement savings accounts, finds a new analysis from Vanguard.
Retirement Is More than Just the Money
Many retirees find the retirement life brings more satisfaction and less worry than they anticipated, MassMutual says in a survey report.
Solicitor General Argues for Reversal of Tibble Decision
A brief submitted by the U.S. Solicitor General to the United States Supreme Court argues in favor of plaintiffs in Tibble v. Edison International—a case that could have...
2015 Year in Preview
Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.
Most 401(k) Plan Sponsors Actively Engage in Plan Design
Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower fees.
Plenty of Regulatory Action Ahead for Retirement Industry
Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential regulatory and legislative actions related to employer-sponsored retirement...
New York Life Investment Management to Acquire IndexIQ
New York Life Investment Management announced the signing of a definitive agreement to acquire IndexIQ, a firm specializing in liquid alternative exchange-traded funds.
Retirement Plan Sponsors Place High Value on Match, Advisers
Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to encourage employees to save.
Principal Financial Group Names President and COO
The Principal Financial Group's board of directors has elected Daniel J. Houston to the role of president and chief operating officer, effective immediately.
EBSA Issues Temporary Exemption for Credit Suisse
Credit Suisse AG has received temporary approval to continue acting as a qualified professional asset manager (QPAM), after pleading guilty to criminal charges related to client tax evasion.
Use of Managed Volatility Funds Growing
As asset managers and investors realize the usefulness of managed volatility strategies, assets continue to rise according to...
Emerging and Growing Trends in DC Plans
A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.
Plan Sponsors Should Optimize Retirement Readiness Efforts
More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement readiness has become a major issue for their...
Verisight Appoints Chief Operating Officer
Laura Ramanis has joined Verisight’s leadership team as chief operating officer, effective November 17.
Can Delayed Social Security Claiming Be Incentivized?
Reduced benefits for life doesn’t sound like much of a deal, but that’s what most people opt for when they decide to take Social Security benefits early.
Senate Committee Changes Could Impact Retirement Industry
Midterm election results are often interpreted to mean different and contradictory things—but there appears to be some consensus in the retirement industry about the new political landscape in...
Paper Advocates for Wider Use of Longevity Annuities
Longevity annuities could help many individuals use their retirement assets most effectively to achieve financial security, according to a new paper.
The Case for Real Estate in DC Plans
Adding a 10% real estate exposure to defined contribution retirement plan portfolios can enhance the risk-return outlook and dampen volatility for participants, a new study suggests.