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Corporate ERISA plans, at 1.9%, trailed behind other institutional investors due to their allocation towards longer duration fixed income. Despite this lag, Northern Trust overall marks the performances...

In addition, 55% of responding companies contributed to their ESOPs an amount equivalent to 11% or more of participants’ pay—far surpassing the typical 401(k) match.

Continuing a trend that began in 2012, criteria related to climate change and carbon emissions remained the most important environmental issue for U.S. institutional investors.

Instead, pre-retirees are looking to add savings from 401(k) funds, IRAs, and even annuities. 

The challenge of learning to think strategically impacts plans of all sizes, says Mel Hooker at Wells Fargo; even large employers with ample resources can have trouble setting...

The guide provides a checklist for periodic reviews, key questions to ask and items to consider.

A retirement plan’s default investment could have drawbacks for some employees.

Ninety-four percent said they would keep all or at least some of their money in a target-date fund that guaranteed an income stream for life, an AllianceBernstein survey...

BMO Wealth Management U.S. says individuals should know to plan for living beyond the average life expectancy and what medical expenses to expect, among other things.

A study found the top financial tasks individuals need help with include choosing when to retire, choosing appropriate investments and developing a strategy to withdraw from multiple accounts.

The Standard recommends automatic plan features as well as managed accounts.

The DOL relief relates to plan loans and distributions, remittance of contributions and blackout period notices.

Lincoln Financial Group’s Jamie Ohl speaks about the opportunity for plan sponsors to think about their participants’ financial stressors in a more sophisticated way, supporting all the generations...

The New York State Common Retirement Fund and the New York State Teachers Retirement System hold Exxon shares with a combined value of approximately $1.5 billion, and a...

However, they have less saved than young men, and twice as many young men as women reported having investment accounts, according to a Schwab survey.

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; California State Teachers’ Retirement System Hires ESG Director; and more.

EBRI says the main reason for the increase in needed savings is related to the adjustment that is made each year to re-establish the baseline for out-of-pocket spending...

ICI created a prototype of a recommended summary shareholder report, tested it, and found the majority of investors agreed that the more concise document made it easier to...

BlackRock Launches Multiple ESG Funds and Tools; Fingage Managed Account Solution Added to LT Trust Recordkeeping Platform; Franklin Templeton Acquisition Expands Alternatives and Fixed Income Offerings; and more.

More than half of Americans say they would prefer guaranteed income of $660 a month over a $120,000 lump sum, LIMRA SRI found in a survey.