CITs Experience Growth
“The primary source of growth can be explained by the fact that CITs often are priced lower as compared to mutual funds of similar strategies,” says an analyst...
Latest News
A Formal Plan Can Help With Unexpected Retirement Expenses
More than one-quarter of retirees said basic living expenses in retirement were higher than they expected, a study found.
Digital Nudges the Next Step in Improving Participant Retirement Savings
Professor Shlomo Benartzi, business school professor at the University of California, Los Angeles (UCLA), Anderson School of Management, says technology can be used immediately to improve retirement plan...
Products |
OneAmerica Expands Fiduciary Support Options
With 3(38) Flex, Mesirow Financial reviews both the line-up’s asset classes and investments and, if both meet Mesirow’s criteria, they will approve the lineup.
How Advisers Can Help Plan Sponsors
Two Plan Sponsor of the Year awards winners shared ways their advisers helped them.
Goal Setting Improves Retirement Savings
Even when participants set a goal for one of their competing priorities, a study from Lincoln Financial still finds a connection between goal-setting and higher retirement savings rates.
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McDermott Launches Opinion Letter Program
Following the IRS' curtailment the determination letter program for retirement plan sponsors, McDermott Will & Emery is releasing an opinion letter and operational review program for individually designed...
Retirement Industry People Moves
LCG Associates hires Atlanta consultant; Capital Investment Companies announces collaboration; TRA announces leadership expansion; and more.
Trump Eying Top Aide to Sen. Hatch for Lead EBSA Role
The future head of EBSA would play a substantial role in the fate of the fiduciary rule.
Benefits |
The Social Security Administration Announces COLA for 2018
Social Security and Supplemental Security Income recipients will see a 2% increase next year—the largest increase since 2012.
ERIC Files Lawsuit Against Oregon Retirement Savings Board
The association claims OregonSaves’ reporting requirements obstruct ERISA.
Benefits |
Participants Fear Loss of Employer Mandate to Offer Health Care Coverage
Survey results indicate that 67% of Americans reported at least one chronic health condition.
Products |
Investment Products and Services Launches
Columbia Threadneedle Premieres Strategic Beta ETF; and Change Finance Launches New Sustainable Investing ETF.
Savings Rates Drop in the U.S.
Faced with increasing costs, Americans can still take steps to secure their financial futures, suggests a survey by PurePoint.
Communicating With Terminated and Retired Participants
Some communications with terminated participants are required by law, but plan sponsors can take this farther—from offering the opportunity to repay loans to invitations to social events.
Federal Reserve Data Shows Strengthening Economy’s Impact on the DC Space
The Fed's analysis concludes that 401(k) plans “could work much better and balances would be higher if all plans were fully automatic.”
The Thrust of Fiduciary Liability Insurance
In a world of heightened plan sponsor scrutiny, fiduciary liability insurance can be a powerful tool.
‘OOP’ Health Care Spending Chipping Away at Retirement Income
Out-of-pocket costs, notably for Medicare, are expected to rise—and take a bigger bite of retirees’ savings, says a new report by the CRR.
Settlement Agreement Reached in Church Plan Challenge
Many terms of the settlement agreement between St. Joseph’s Hospital and its pension plan participants are similar to provisions of ERISA.
Meant to Aid Struggling Multiemployer Plans, MPRA Adds Complications
Under the Multiemployer Pension Reform Act, the Treasury must review pension plan applications for benefit suspensions—but the process is proving more stringent than applicants and industry experts had...