Many Women Investors Report Increased Retirement Readiness Confidence
While making more progress on retirement readiness, women still value professional help to reach their financial goals.
Latest News
Corporate DB Plans See Slight Funded Status Improvement in February
Discount rate and equity market volatility is expected to continue.
Closer Workforce Examination Is Key to Plan Sponsor Goal-Setting
Examining workforce demographics and using benchmarks are helpful when setting goals for a retirement plan.
DOL Removes Credit Rating Requirements From the Evaluation of Certain Investments
The agency’s notice of amendments pertains to prohibited transaction exemptions related to non-convertible debt securities, commercial paper and securities lending transactions.
PRT Strategies for Active Participants
Pension risk transfers could leave a sizeable group of active participants under a plan sponsor’s responsibility, but there are strategies to target this group.
High 401(k) Trading Continued Into February
February was a busy month for 401(k) investors as international political events drove Wall Street lower.
Benefits |
Satisfaction With HDHPs Increases Over Time
More and better education, as well as offering a health savings account, could improve employees’ satisfaction with high-deductible health plans.
Contemplating a 40-Year Retirement
J.P. Morgan’s latest Guide to Retirement publication predicts many people, if they can retire in the traditional age range of 62 to 65, can expect to enjoy a...
Yale Agrees to Settle Lawsuit Over Wellness Program Incentive
The university has agreed to cease collecting what the lawsuit calls the ‘penalty’ for nonparticipation for a period of four years.
Court Dismisses ERISA Actuarial Equivalence Lawsuit
The ruling, issued in favor of Partners Healthcare System, offers a substantial legal analysis of ERISA’s requirements as they pertain to the actuarial equivalence of different types of...
Bill Would Bar U.S. Institutional Investors From Russia
The bill cites vulnerable pension and participant retirement fund exposure to Russia assets.
Understanding PRT: A Checklist for Implementing a Pension Risk Transfer
Experts discuss the various elements to consider before implementing a pension risk transfer to help ensure its success.
Understanding PRT: A Look at PRT Solutions and Costs
Pension risk transfer includes a spectrum of options, with cost and other considerations for each.
DOL Announces Fiduciary Responsibilities Webcast Series
The three-part series will cover how ERISA applies to employer-sponsored retirement and health plans and offer information about avoiding common problems.
Retirement Industry People Moves
PGIM names head of DC Solutions business; OneAmerica hires leader for Participant Workplace Solutions team; and Transamerica acquires multiple employer plan service provider.
Understanding PRT: Administrative and Fiduciary Considerations
One important distinction to make when considering a pension risk transfer is the difference between fiduciary and settlor functions.
Understanding PRT: Retiring Your Pension Plan
Considering asset allocation, glidepaths, LDI and risk on the way to pension risk transfer.
Products |
Investment Product and Service Launches
Goldman Sachs announces investment-grade debt private placements capability; FTSE Russell Equity Indices adjusts treatment of Russia; Dimensional adds three new U.S. equity ETFs; and more.
Products |
Fidelity Introduces Tool to Help Employers Measure Benefits Equity
It examines benefits across all four domains of total well-being: health, life, work and financial.
Employees Don’t Feel Much Control Over Their Finances
Saving for emergencies in addition to saving for retirement is important, and plan sponsors should recognize that many employees still like to speak to an actual person about...