Retirement Industry People Moves
First Eagle and CRR partner to develop tools to help retirement savers; John Hancock Adds Regional VP for Taft-Hartley Practice; Ascensus acquires Chard Snyder for Health Division; and...
Latest News
More DC Plan Sponsors Offering Roth Accounts to Participants
PSCA Executive Director Jack Towarnicky outlines scenarios for which Roth accounts could be beneficial for defined contribution plan participants.
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Empower Adds Account Aggregation Capabilities to Retirement Planning Platform
Data services supplied by Quovo will enable Empower to further provide participants with a comprehensive view of all their financial accounts from a variety of outside institutions.
Gen X Needs Retirement Planning Help
The top three retirement risks Gen Xers are most concerned about are changes to Social Security, high health care costs and running out of money.
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Voya Offers Financial Planning for Special Needs Participants and Caregivers
Plan participants who are part of the special needs community now have access to information that can help address the unique planning circumstances they may face when preparing...
Aon Hewitt Defeats ERISA Claims Regarding Financial Engines Partnership
The central claim in the failed class action was that plaintiffs were forced to overpay significantly for advisory services; defendants successfully argued the plaintiff failed to state an...
Benefits |
Study Suggests Millennials Are Better Health Care Consumers
EBRI also found Millennials are leading the way in using innovative strategies employers are implementing to manage health coverage costs.
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Investment Products and Services Launches
AlphaCore launches risk factor analytics tool, and Franklin Resources adds to fixed income team.
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Matchmaker for 3(38) Fiduciary Services Talks Market Trends
Curcio Webb serves as an independent intermediary helping plan sponsors select and monitor 3(38) advisers and outsourced chief investment officers; the matchmaker firm offers some insight about what...
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Hueler Adds to Income Solutions Platform
“We are excited to deliver a long overdue solution to the many plan sponsors seeking a prudent process for meeting their fiduciary duties related to a QPDA option,”...
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MetLife Partners with Ernst & Young for Financial Wellness Solution
“We’ve designed a hybrid digital/human financial wellness service that supports users as they manage the twists and turns of their financial life journeys," says Lynn Pettus from Ernst...
Retirement Program Designs of the Future: Beyond Automatic Plan Features
As retirement plan sponsors focus on increasing retirement income replacement ratios for participants and new generations enter the workforce, they need to look at enhancing their retirement programs...
District Court Rejects Racketeering Claims Against Prudential, Morningstar
A district court has ruled that the complaint “does not sufficiently plead that the defendants were engaged in the conduct of an association-in-fact enterprise or that each defendant...
Institutional Investors See Chance for Alpha in Focused Strategies
In the past 12 to 18 months, 56% of institutional investors have increased their exposure to focused strategies, defined as 50 or fewer holdings, a survey finds.
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BlackRock Unveils Retirement Income Planning Solution
Rather than rely on a simple 4% withdrawal rule, the new BlackRock model seeks to sustain the consumption pattern once labor income ceases.
Benefits |
Study Supports Use of Auto Features in Public-Sector 457 Plans
The state of South Dakota has experienced good results since implementing automatic enrollment and automatic deferral escalation in its 457(b) plan.
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Firms Partner to Provide Health Care Cost Transparency
The partnership between Alegeus and ZendyHealth aims to help employees make smarter decisions to manage health care costs.
Americans’ Appreciation for Guaranteed Retirement Income on the Rise
They view it as a hedge against rising health care costs, longevity risk and market downturns.
Tough Process Questions Raised by Fifth Circuit Fiduciary Rule Decision
To help ease the immediate concerns and confusion of clients, the law firm Stroock has published a helpful guide that dissects the latest fiduciary rule developments; on one attorney’s...
Benefits |
Voluntary Benefits Can Be Part of Overall Financial Wellness Strategy
Many types of benefits offer financial protection and peace of mind for employees, speakers from Mercer explained in a webcast.