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Research from Morningstar finds most investors, across ages and genders, have clear preferences for environmental, social and governance (ESG) investment products, but another study suggests education is needed...

The firm has transferred $750 million in pension obligations to American General Life Insurance Company, part of AIG’s life and retirement business.

The ERISA Advisory Council explains that it is making this recommendation because it found evidence of noncompliance, especially in the small plan market, with the Employee Retirement Income...

The complaint suggests defendants “larded the plan with excessively expensive sub-advised accounts” that paid excessive fees to the recordkeeper John Hancock.

Aside from monetary relief, the settlement calls for Vanderbilt to issue a request for proposals (RFP) for a new recordkeeper and stipulates factors to consider when evaluating funds...

An analysis from Morningstar suggests monitoring defined contribution (DC) plan fund menus can have a positive impact on performance, and investment management providers weigh in on how to...

The OASI Trust Fund is projected to become depleted in 2034, the same as last year’s estimate, according to this year's Trustees Report.

The ERISA Advisory Council’s recommendations to the Department of Labor (DOL) include publishing guidance confirming that a named plan fiduciary may appoint a 3(38) investment manager to select...

In his experience leading Principal’s retirement income solutions business, Sri Reddy says, the No. 1 thing people get wrong about annuities is to say that purchasers of such...

A trial among a large group of employees found a couple of positive self-reported outcomes by participants after 18 months of using a wellness program, but measures of...

Working with recordkeepers that offer financial wellness programs can help a market of plan participants underserved by individual retirement advisers.

The union plan’s board of trustees has agreed to pay $8.75 million and issue a request for proposals for recordkeeping and administrative services.

They are designed to increase plan sponsors’ and advisers’ awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.

FAF Board of Trustees Appoints PwC Partner to Financial Accounting Foundation; Broadridge Acquires Custody Assets From TD Ameritrade; Voya Financial Adds Support for Tax-Exempt Market; and more.

Speakers at a Brookings Institution event agreed that a financial strength criterion asking how sound is an annuity carrier should be a critical part in any annuity selection...

GSAM announces first actively managed ETF; Lyxor Americas launches hedge fund program for institutional investors; Sanctuary adds solutions division platform and members; and more.

Tontines are a type of historical annuity structure that was first put into well-documented practice as far back as the 1600s.

Companies across the country are expected to spend an average of $3.6 million on physical well-being programs in 2019, according to a survey from Fidelity Investments and the...

However, among all age groups, the most frequently cited retirement fear is outliving savings.