The growing landscape of decumulation solutions includes in-plan insurance products, managed payout funds, managed accounts, out-of-plan annuity windows and more.
The products are designed to meet the demand for multifactor strategies in retirement plans by offering investors access to investment approaches that Hartford Funds offers only through exchange-traded...
The initiatives build on the Securities and Exchange Commission's (SEC’s) past efforts and focus additional enforcement and investor education on these groups.
Recipients of the 2019 PLANSPONSOR Retirement Plan Sponsor of the Year award talk in detail about their award-winning plans—about what it takes to build and then maintain a...
Plan sponsors from across the U.S. shared their biggest challenges and successes during the opening session of the 2019 PLANSPONSOR National Conference in Washington, D.C.
A district court determined the plaintiffs did not plausibly plead a violation of ERISA’s duty of prudence, because a prudent fiduciary could have concluded that earlier corrective disclosure...
Importantly, the updated rulemaking will apply a best-interest standard to account recommendations, including rollovers from retirement plans into individual retirement accounts (IRAs).
Fidelity investments is announcing a 14% price reduction on its target-date funds (TDFs), resulting in most of those funds having lower expense ratios than comparable Vanguard index target-date...
Eight organizations associated with defined contribution (DC) plans submitted a letter to the Employee Benefits Security Administration of the Department of Labor (DOL) asking it to propose regulations...
While retirement plans offered to the employees of asset managers have benefited strongly from auto-enrollment, investment providers have not fully embraced other important best practices.
Among other things, the Cybersecurity Risk Management Program, in consultation with the plan sponsor and fiduciaries, includes the development of a prudent process for cybersecurity management including policies...
CensiblyYours designates a 3(38) investment adviser to assist plan sponsors and offers participants access to the financial education platform Edukate.
As developed countries around the world, including the U.S., see the average age of their population increase, employers must prepare for an imbalanced workforce.
The agency has been cracking down on age bias, as age discrimination can thwart employees’ plans to work longer and could affect retirement plan drawdown strategies.
A Cerulli Associates report explains how different alternative investments can help a derisking defined benefit (DB) plan with liability hedging as well as risk-seeking.
The Archdiocese says since it was ordered to pay $4.7 million to teachers whose pension plan was terminated, officials have seized assets from all Catholic entities in Puerto...