The plaintiff suggests an actuarial and administrative services firm did not take sufficient care to protect certain clients’ personally identifiable information.
NEPC appoints former Meketa executive to COO role; Alan Biller and Associates announces promotion and new shareholders; Mercer appoints head of sustainable investment; and more.
Helping retirement plan participants navigate big market swings is a key part of ensuring long-term success—as is sticking to strategic and diversified asset allocations.
Proponents say the bill will require pension plan sponsors to provide participants and beneficiaries with critical information about the tradeoffs between lump-sum payments and lifetime annuities.
The vast majority of U.S. adults think their state should require a semester- or year-long course in personal finance education prior to high school graduation.
Both FIAs and fixed-rate deferred products benefited from the significant interest rate increases in the first quarter, according to new data published by the Secure Retirement Institute.
However, survey data shows there are some areas where employers could improve their communication strategies to optimize plan utilization and understanding.
The refiled lawsuit argues that the defendants are failing to provide alternative forms of pension benefits that are ‘actuarially equivalent’ to the standard single life annuities that participants...