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Many terminated or furloughed employees have taken early retirement, curtailing contributions and raising payout obligations.

The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as part of defined contribution (DC) plans.

Performance history is not the best way to choose the right actively managed funds, and fees should be scrutinized.

Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds, asset managers suggest.

The single-employer program is improving, but Director Gordon Hartogensis says it’s clear legislative help is needed for the multiemployer program.

They say it will give retirement plan participants a longer window in which to increase their savings, tax deferred.

NTSA hires executive director; retirement services SVP joins PlanMember; and McGinnis Lochridge brings in Dallas partner. 

The DOL says it settled upon the final rule after reviewing approximately 300 written comments and 6,700 form letters from a diverse set of stakeholders.

The proposed settlement is only between the plan sponsor and the plaintiffs, meaning the allegations against Principal are still in play.

Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger Berman collaborate on CIT distribution; and more.

A strong equity market rally in November gave defined benefit plan funded status a boost, but long-duration fixed income also performed well.

Interest rates were already stuck at stubbornly low levels even before the outbreak of the coronavirus pandemic, and the federal government has since signaled a commitment to accommodative...

Diversification is a focus for fixed income investments, and experts shared thoughts about strategies during a roundtable event.

Priorities of the National Association of Government Defined Contribution Administrators is in recently introduced legislation, including allowing 403(b) plans to invest in CITs.

The company contends its PEP offers greater levels of efficiency, as it can be integrated with the Paychex payroll.

Speakers at a Senate Finance Committee hearing called on legislators to create pathways for employers to support retirement savers with competing financial priorities, among other things.

The guidance is intended to help employers that sponsor safe harbor plans comply with provisions of the SECURE Act.

Political results and the Tax Cuts and Jobs Act could affect year-end planning decisions for those holding stock.