Mobile-friendly, responsive web portal design has increased in the retirement industry to match consumers’ rising desires to be able to complete routine tasks without being tethered to a computer.
The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees.
AXA hires executive for Life, Retirement and Wealth Management Business; T. Rowe Price expands Retirement Plan Services Team with new hires; Vestwell partners with Namely for retirement experience; and more.
This enables corporations to expense their contributions at a higher tax rate, according to Cerulli.
U.S. Senators Orrin Hatch and Sherrod Brown are seeking public and industry input on ways to improve the solvency of multiemployer pension plans and the Pension Benefit Guarantee Corporation.
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
“Portfolio managers and their trading desks primarily choose [investment] instruments based solely on personal experience rather than through an analytical process,” says Kevin McPartland, with Greenwich Associates.
Seventy-seven percent of U.S. wealthy investors say health is more important than wealth, and 57% are worried their health will deteriorate in the next 10 years.
The compliance assistance program will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.
This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement.
“A combination of economic, demographic, and regulatory changes have placed a small but material segment of these plans at risk,” Ted Goldman, senior pension fellow with the American Academy of Actuaries, told a new Congressional committee.
Nearly half would like a digital retirement coach, an Accenture survey found.
A study points out the differences in women’s and men’s life journeys and challenges that should be considered in women’s retirement planning.
DC plan consultants surveyed by PIMCO offer suggestions for helping retirees with income, core investment menu design and other DC plan features.
A new feature of ERISApedia.com's Employee Benefit Plan Audit Prospecting ReSource provides insight into plan auditor rotation strategies of a prospective audit provider, the firm explains.