Latest News

Additional conclusive information about environmental, social and governance (ESG) investment performance may help retirement plan sponsors be less wary about making ESG investment decisions.

Word on the Hill is that the Senate may decide to take up the House version of the SECURE Act as-is—and sooner rather than later.

American Century to offer ETFs with ActiveShares methodology, and Morningstar reveals global suite of bond indexes.

Reflecting on the much-anticipated House vote, Kevin Walsh, principal with Groom Law Group, said today is an important day for the retirement industry, but it’s not the end...

The item on the Department of Labor’s (DOL)’s regulatory agenda has moved from a final rule expected in September to a notice of proposed rulemaking in December.

Researchers argue that financial illiteracy impedes plan participants’ ability to determine how to invest their savings, and propose mandated employer-provided financial education to address limited employee financial literacy.

Data from LIMRA Secure Retirement Institute shows a 240% increase in pension risk transfer activity in the first quarter of 2019 relative to the same period in 2018.

A report from the National Institute on Retirement Security shows spending from retirees that receive income from multiemployer pension plans helps the economy, but that could be affected...

Health savings account (HSA) holders are encouraged to save the money in their accounts for long-term health care expenses, but the less they use their accounts, the greater...

A pension risk transfer (PRT) to terminate a defined benefit (DB) plan reflects heavily on a plan sponsor’s balance sheet, which may stop in its tracks a decision...

At a House Committee on Education and Labor hearing, witnesses and lawmakers spoke about the issue of age discrimination in the workforce—agreeing that employers benefit from retaining older...

A report from NARPP shows participant engagement with retirement plan providers is declining and reveals what participants say could improve their trust in providers.

A previous Schwab analysis found retirement plan participants in advised self-directed brokerage accounts (SDBAs) displayed a more diversified asset allocation mix and had a lower concentration of assets...

As Chair, Dhillon will continue to ensure policies are enforced to enable older individuals to work as long as they want and to prevent age discriminatory retirement programs...

Both for novice individuals and sophisticated institutions, investor perceptions of preparedness for market turbulence can often differ from actual readiness.

A new research report and Catherine Collinson, with Transamerica Center for Retirement Studies, lay out steps all three can take to improve retirement confidence and readiness in America.

A client alert from Drinker Biddle & Reath goes into detail about the IRS’ recent expansion of its determination letter program and notes that the IRS is still...

Bob Browne, CIO at Northern Trust, argues that pension plan sponsors should not wait to de-risk their plans based solely on the assumption that interest rates will rise.