Magazine Articles

Serious illness. Caregiving for a loved one. A tale of riches to rags. Each of these compelling themes affects people from all walks of life, but the key...

Recently, the Treasury Department and the Internal Revenue Service (IRS) published distribution guidance on the Pension Protection Act-invigorated Roth 401(k), as well as final rules on in-service withdrawals...

Hedge funds retain their allure, but other alternatives are coming to the fore.

With public employee liabilities coming home to roost, Texas dances around a new Governmental Accounting Standards Board (GASB) rule.

Do designations matter?

Watson Wyatt study offers insights on asset-allocation approaches.

Nothing is more key to a lifecycle fund's fate than its glide path. Here are four emerging trends you need to know about.

If one-size-fits-all doesn't, there's an emerging alternative.

QDIA clarity could fuel asset-allocation fund trends.

Waves of change, consolidation continue to buffet recordkeepers.

One of the hardest decisions for retirement plan participants—if not the hardest one—is choosing how to invest their savings. It's so daunting that many decide not to participate...

The assumptions imbedded in your lifecycle fund may not match reality.

Whoever said that lifecycle funds are simple forgot about benchmarking them.

In March, the House Committee on Education and Labor held hearings on what seems to be the topic du jour: 401(k) fees. That next week, we asked readers...

Will value investing become a victim of its own success?

Getting your money's worth on soft dollars.

Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest. More information on these announcements can be found on www.plansponsor.com. If you...

The "best" provider may be the one left standing.

130/30 strategies are picking up speed.

Matthew B. Tully v. Department of Justice