How More Retirees Could Affect Investment Returns
The CRR explores various ways investment returns and Social Security could be affected by an aging population.
Latest News
Retirement Industry People Moves
T. Rowe Price hires director of responsible investing, and Allianz names U.S. investment strategist.
PBGC Provides Premium, Filings Relief for Hurricane Harvey Victims
If IRS adds additional disaster areas in connection with its own filing extensions, any person responsible for meeting a PBGC deadline that is located in those additional areas...
Benefits |
Creating a Better Open Enrollment Experience
Leaders from Mercer discuss strategies to enhance the open enrollment season for both employers and employees.
Regulators Provide Relief for Hurricane Harvey Victims
The IRS is loosening hardship withdrawal and loan rules, and the DOL announced postponed deadlines for Form 5500 filing, among other things.
DC Investors Stayed the Course in Q1 2017
Amid strong market returns in Q1 2017, most participants left asset allocations in DC plans unchanged, according to a new report by the ICI.
Products |
Investment Products and Service Launches
Reliance Trust Company Partners with Northern Trust and Wilshire Launches ESG Intermediate Credit Index
DC Plans Hold $7.3 Trillion in Assets
The Investment Company Institute has issued a report, “Ten Important Facts About 401(k) Plans.”
Benefits |
Employees Want a Better Open Enrollment Experience
A survey reveals issues employees have with open enrollment season.
Gig Workers Cite Lack of Benefits as Disadvantage
Only 16% of Gig Only workers have assets in an employer-sponsored retirement plan, a survey from Prudential Financial finds.
Employer-Sponsored Retirement Plan an Expectation of Millennials
The Millennial generation also wants to make a social impact with their investments, a survey from Capital Group found.
Fiduciary Rule Transition Period Extended by One Year
As the DOL lays out, the primary purpose of the proposed delay of full enforcement is to give the department the time necessary to consider possible changes and...
BB&T Self-Dealing Suit Gets Class Certification
A court certified a class in the consolidated lawsuit after first rejecting BB&T’s arguments that the class did not meet commonality and typicality requirements.
Record Number of Plan Sponsors Eye an Adviser Switch
Fidelity reports that a record number of plan sponsors are actively looking to switch their plan advisers.
Providers Step Up Their Game With QDIA Offerings
The Department of Labor recommends the incorporation of workforce demographics into QDIA design; different providers have different philosophies about the best way to do this.
Court Moves Forward Few Claims in NYU 403(b) Plans Case
A federal court judge found most claims were not plausibly alleged by the plaintiffs.
Participant Challenges Prudential and Morningstar Allocation Solution
The lead plaintiff suggests the providers created an asset allocation solution designed to seed high-fee funds over lower-cost options—charges the firms flatly deny.
District Court Permits Most of Plaintiff’s Case in ERISA Challenge
The underlying complaint challenges the process and motivation surrounding the termination of a group annuity contract.
Policy Changes Matter More Than Manager Personnel Shifts
Often a fund manager personnel change serves as a trigger to put a fund on a watch list, but recent Morningstar research provides evidence this might not be...
Combating Common and Unfamiliar Fiduciary Mishaps
Two fiduciary compliance experts highlight the mistakes plan sponsors are making that can land them in hot water under ERISA—some common and others more obscure.