Investment Metrics finds most plans have rebalanced their portfolios towards the lower end of their target allocation to U.S. equity, or, they have shifted to global equity instead, diversifying their equity risk.
With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.
Saving more and reducing financial stress are the top reasons employees would participate.
A survey revealed that 46% of Millennials think you need at least $1,000 to start investing, and 17% think you need $10,000.
Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.
Panelists discussed recent trends in fees and how providers can keep plan sponsors and participants up to date.
Voya Adds Account Executive for Large Corporate Market Business; Stadion Appoints Vice President of Business Development; OneAmerica Hires Client Relationship Executives; and more.
The redesign also includes expanded educational content surrounding annuities.
Franklin Templeton Expands ETF Lineup with Three Additional Funds; Hartford Funds Launches Short-Duration ETF; First Trust Launches Actively Managed ETF; and more.
Only 2.7% discontinued contributions, according to the ICI.
For the period from June 9, 2017, until after regulations or exemptions or other administrative guidance has been issued, the agency will not pursue prohibited transactions claims against investment advice fiduciaries who are working diligently and in good faith to comply with the impartial conduct standards for transactions that would have been exempted in the BIC Exemption and Principal Transactions Exemption.
The lawsuit claimed Voya Financial and Voya Retirement Advisors (VRA) engaged in prohibited transactions in violation of ERISA through a service arrangement with Financial Engines.
The event will be held in Metairie, Louisiana, on April 11.
However, their fear of investing in the stock market could hurt their outcomes, a survey reveals.
Purchasing Power's Chief Operating Officer Elizabeth Halkos predicts more employers will offer financial wellness benefits and that the programs will be more holistic, among other things.
Latest studies find workers and employees share distinct disconnects with what type of financial education is needed.
Mercer introduces their top 10 key tips for endowment and foundation (E&F) committees to understand and implement throughout the year.
But, employees younger than 25 and older than 65 are more likely to say they try to save/invest their HSA funds, a survey finds.
The IRS notice also includes a modified unisex version of the mortality tables for use in determining minimum present value for distributions with annuity starting dates that occur during stability periods beginning in the 2019 calendar year.
10 Things You’re (Probably) Doing Wrong—or Not Doing Right—as a Plan Fiduciary (continued).