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However, most are offering systematic withdrawals, lifetime education and planning tools, and in-plan managed account services; they are still leery of offering guaranteed income solutions such as annuities.

“For investors with long-term time horizons, international equity markets offer diversification and present a meaningful opportunity," says Nigel Bliss, with Mondrian Investment Partners.

They argue that retirement plan disclosures give retirement plan participants the “actual knowledge” required by ERISA, whether participants read them or not, and that an appellate court decision...

Plans with a higher ratio of inactive to active participants also report being in critical or critical and declining zone status with a higher frequency than other plans...

Separating the amount of premiums and out-of-pocket expenses can help employees see more realistic expenses to plan for than a huge lump-sum number.

“As in years past, we’re taking the responsible action of lowering our assumed rate of return now so we can better weather market volatility,” New York State Comptroller...

SageView Advisory adds consultant to Phoenix division; Lockton selects retirement expert for Southeast practice; Prudential Financial announces series of hires and promotions; and more.

Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more susceptible to mixing TDFs and how they mix...

Transamerica alters subadvisers, fees for Large Growth Fund, and Roundhill launches esports and digital entertainment ETF.

According to an appellate court, a cause of action against a plan sponsors for defaulting on its multiemployer plan withdrawal liability began when the plan trustees first accelerated...

A federal court decides that, as stock options were not purchased securities, UBS did not violate sections of securities acts that required disclosures.

The tool creates separate financial wellness reports for employees and their employers. 

While employers may not want employees to work past retirement age, they also may not want to lose workers forced to retire early. Research suggests companies must be...

They are turning to plan advisers for help with making plan design and investment changes.

PSCA notes that the percent of organizations stating that their primary goal for offering a NQDC plan is “to help employees accumulate assets” has increased by 40% in...

The 7th Circuit found a district court was hasty in granting summary judgment to the health care system before all discovery was obtained to prove or disprove the...

Participants in the CHS/Community Health Systems, Inc. Retirement Savings Plan have filed a lawsuit against the company, its retirement plan committee and the provider of target-date funds (TDFs)...

Seventy-six percent of plan sponsors interviewed by Corporate Insight say they view the plan sponsor website either as very or extremely important in relation to their responsibilities to...