Sponsors Must Actively Manage the Aging Workforce
“People are living longer than at any other time in history,” observes Catherine Collinson of Transamerica. “It’s hardly surprising that many workers envision working past age 65 and...
“People are living longer than at any other time in history,” observes Catherine Collinson of Transamerica. “It’s hardly surprising that many workers envision working past age 65 and...
As part of its expansion efforts, Ascensus has named a new president and pledged to continue its rapid pace of acquisitions.
401(k) investors in their 20s are investing much less in company stock than their counterparts did in 1996 and plenty more in balanced funds, a joint study by...
Discussing a new Wells Fargo tool, the Outcome Optimizer, the firm’s director of relationship management suggests granting plan sponsors a view into the performance of peers’ plans is...
The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to as low as 51%, according to an analysis...
Fidelity found that fully 40% of those who managed their own account had a stock allocation in their 401(k) that was higher than recommended, up from 38% in...
A study finds that Americans now need to save more for a comfortable retirement than in the past, and sound education, as well as plan design, can drive...
“The DOL conflict of interest rule poses risk to a firm if [practice leaders] knowingly allow advisers to manage underperforming portfolios for clients when a better-performing portfolio with...
A study by the CRR finds that state and local pension funding is expected to improve in 2017 due to strong market returns, but a new approach to...
Several states are in the process of debating and potentially adopting their own legislation relating to the fiduciary responsibilities of broker/dealers and investment advisers.