The study, which evaluated pensions against hypothetical 401(k) plans, finds 77% of teachers in six states will work long enough in the same retirement system to earn benefits...
The colorfully worded opinion chides plaintiffs for failing to acknowledge the unique character of 403(b) retirement plans—including their common use of annuities and multiple recordkeepers.
"Our services have always met a fiduciary standard in principle and have enabled us to drive significant year-over-year savings for our clients, with an average savings of $1,650...
Despite investing towards return goals in the 5% to 8% range, many endowments and foundations surveyed by CAPTRUST say they are unwilling or unable to withstand significant volatility.
In an Issue Brief published by the Employee Benefit Research Institute (EBRI), Neil Lloyd, partner and head of DC & financial wellness research at Mercer, explains choices plan...
Previously, the IRS said a plan can request a determination letter only if it has never received a letter before; the plan is terminating; or the IRS makes...
In his opinion, the district court judge says an ERISA complaint of this nature does not need to describe in exhaustive detail the ways in which plaintiffs believe...
Hooker & Holcombe has expanded its Investment Advisory Group by hiring long-time portfolio strategist and consultant Pam Minish to the role of managing director, and Brenda Bachman as retirement plan education specialist.
While they expect ongoing stock market frothiness in 2019, leading money managers point to the absence of the typical signs of the end of a business cycle.
UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education, sustainability and global thinking, the school has embraced...
The Board is asking for comments on the implementation guide for Statement No. 84, which provides guidance regarding what constitutes fiduciary activities for financial reporting purposes, the recognition...
A new EBRI analysis shows purchases of a deferred income annuity at age 65 (deferring 20 years with no death benefits) result in an overall improvement in retirement...
Results of a new Pew survey show about four in 10 non-investing individuals who express distrust in their primary financial institution said they would opt out of an...