Tag: Actuarial issues

There is a sizable gap between preretiree expectations and the actual age of individuals leaving the U.S. work force, a new survey shows.

Community Bank System, Inc., through its subsidiary Benefit Plans Administrative Services, Inc. (BPAS), reached an agreement to acquire an actuarial and consulting practice from EBS-RMSCO, Inc.

Third-party administrator Trinity Pension Consultants released the Cash Balance (CB) Navigator mobile application, enabling advisers to generate a client’s maximum annual contribution amount.

Principal Global Investors, along with the retirement and actuarial services division of the Principal Financial Group, has launched “LDI 2.0.”

I was in London for a few days last week. 

The 34% global market rebound of 2009, while a welcome respite, only slightly improved the funding status of S&P 500 pension plans, according to a recent analysis. 

A new report suggests the majority of available financial planning tools are still not effectively addressing the wide range of individual issues related to retirement.

Rules barring participants from making 401(k) contributions for six months after taking a hardship withdrawal should be eased to help employees more quickly recover a more substantial retirement...

McCready and Keene announced it offers custom risk-based and age-based portfolios within the same retirement plan, utilizing an asset allocation strategy composed of a plan's core fund lineup.