Excited About Living Longer, Worried About Retirement Expenses
Asked how to prepare for a longer life span, 68% said reduce expenses to save more, while 53% said save more for retirement.
Latest News
Fidelity Faces Another 401(k) Self-Dealing Lawsuit
The lawsuit not only calls out Fidelity’s use of all proprietary funds in its 401(k) investment lineup, but also accuses it of not negotiating for revenue sharing rebates,...
Benefits |
Social Security Benefits to Increase in 2019
They are rising 2.8%, in keeping with a rise in the DOL’s Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).
‘Red Zone’ Multiemployer Pension Plans May Never Recover
But with Congressional assistance, there is hope for these plans, Segal Consulting says.
Americans, Even Those Already Retired, Could Do More to Secure Their Financial Future
Debt affects many retired Americans and fear of the stock market is affecting those not yet retired, a survey finds.
Products |
MassMutual Revamps Small Business Retirement Platform
The revitalized programs now offer simplified investment lineups, affordable pricing and fiduciary support services.
Money Personalities Can Inform Financial Wellness Program Decisions
PwC has identified findings about money personalities and behaviors that can influence how employers tailor their approach to financial wellness programs.
Corporate Pension Funding Ratios Greater Than 90% After September
Some firms that track pension funded status point out that plan sponsors should prepare for changes in the future as a market correction is expected and funding relief...
Following Retirement Plan Rules When a Part-Time Employee Is Hired Full-Time
When a part-time or seasonal employee is hired full-time, past service, plan document provisions and the law are critical to determining retirement plan eligibility and vesting.
EEOC Sues Michigan Department of Health and Human Services
The Michigan Department of Health and Human Services is alleged to have violated federal law by denying hire to an older applicant and pushing an older employee to...
U.S. Institutional Investors Changing Views of ESG Investing
A global survey of institutional investors found more in the U.S. said ESG factors can be a source of alpha and risk mitigation, and more institutional investors overall...
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DOL Pressure on Missing Participants Propels New Solution
“As a plan sponsor, if you have an opportunity to deal with lost participants and do something with uncashed checks, why wouldn’t you do that?” asks Mark Koeppen at...
ERISA Self-Dealing Lawsuit Calls SEI Plan ‘Captive Customer’
According to the lead plaintiff, the DC plan in question offers only investment options that generate fees for SEI and its affiliates and treat the plan as a...
Members of Congress Ask Trump to Protect ESOPs
In a letter, members of Congress accuse the DOL of “regulation through litigation” and ask that clear guidance regarding valuation and other important issues be developed.
Benefits |
HSA Conference 2018: Evaluation and Selection of an Optimal Investment Line-Up
Investments in HSAs are solving for different outcomes than DC plans, so plan sponsors should take into account different considerations for investment selection.
Real Assets Recommended for Public Pension Plans
J.P. Morgan Asset Management says they reduce volatility and increase returns.
Institutional Investors Increase Use of ESG Investing
Forty-three percent incorporate ESG factors, up from 22% in 2013.
Benefits |
HSA Conference 2018: Navigating HSA Programs and Retirement Planning
Once participants understand health savings accounts (HSAs), plan sponsors can encourage them to invest their money and think about saving for future health care costs.
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NAGDCA Provides Free Communications for National Retirement Security Week
National Retirement Security Week is October 21 through October 27 this year.
Retirement Industry People Moves
Aviva Investors Appoints Head of U.S. Equities; Past Wholesaler Forms Retirement Plan Consulting Firm; Alternatives Business Expert Joins Franklin Templeton; and more.