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It can analyze how prepared people are for retirement and assess each user’s ‘financial personality.’ 

The bills introduced in the state legislature would require companies with 10 or more employees that have been in business two years or longer that do not offer...

NTAM increases services for minority brokers; American Century Investments adds to target date lineup; Milliman Partners with Resources Investment Advisers to launch adviser managed accounts. 

More women are also working in plan administrator roles, according to Morningstar research.

More guidance will be needed for single-employer and multiemployer defined benefit plans to use funding help provided in the $1.9 trillion coronavirus relief bill.

The complaint suggests USI and its officers have not operated the company’s retirement plan benefit prudently or loyally.

Until the publication of further guidance, the department says it will not enforce either final rule or pursue enforcement actions against any plan fiduciary for failure to comply.

Equity allocations gave some plans a boost, and experts anticipate new legislation will offer relief from expected higher contributions.

Plan sponsors that are considering hiring an outsourced chief investment officer should examine its track record and operational qualifications.

Plan sponsors discussed benefits they consider part of their financial wellness offerings that might not typically be viewed as such.

Research finds that moving the age for required minimum distributions has little effect on accumulated savings, but participant behavior may change if the goal is to leave assets...

Nearly 70% are most interested in supporting their employees’ immediate financial needs.

TIAA announces new president and CEO; MassMutual hires benefits managing director; senior DC strategist joins PGIM; and more. 

Plan provisions and advice tools can help participants turn their savings into reliable retirement income.

This latest regulatory development is just another piece of evidence underscoring how extraordinary the last 12 months have been.  

Plan sponsors discussed the investment options they chose for their plans and how they determined which were best.

Attendees of PLANSPONSOR’s most recent virtual conference heard about how the impacts of COVID-19 call for a new, more robust approach to financial and retirement benefits.