Helping Gen X With Financial Wellness
Generation X has competing financial priorities that plan sponsors need to address.
Latest News
Self-Dealing Suit Against Wells Fargo Dismissed
A U.S. District Court Judge agreed with Wells Fargo that allegations that the bank breached its fiduciary duty by continuing to invest in its own TDFs when better-performing...
DOL Fiduciary Responsibilities Seminar to Be Held in Cleveland
The DOL notes that complying with all fiduciary responsibilities can be especially challenging for small and medium-sized employers who have limited time, resources and access to professional help...
Plan Sponsors Should Not Have Concerns About Adopting CITs
CIT assets have been increasing 14.4% a year, according to DST.
Benefits |
Cost-Saving Models for Employers With Self-Insured Health Plans
A consulting firm outlines three alternatives it has recommended to its partner companies in an effort to manage their employees’ health care in a cost-effective manner.
Products |
Wells Fargo Advisors Focuses on T-Shares for Retirement Clients
The move to T-shares for retirement accounts is expected to help advisers and clients working with the brokerage firm meet the requirements of the strict new conflict of...
United of Omaha Faces Lawsuit Over GICs
The lawsuit charges that the crediting rate United of Omaha set for guaranteed investment contracts allowed it to receive excessive compensation.
Benefits |
Continuing Public Pension Reforms Could Hurt the Economy
NCPERS contends that lawmakers do not understand how public pensions work.
Retirement Industry People Moves
Guardian Financial Partners opens in Orange County; Transamerica names regional vice president for Retirement Plans; Josh Cohen will join PGIM as head of Institutional Defined Contribution; and more.
Retirement Policies Need to Change to Address Longer Life Expectancy
Looking at the U.S. specifically, the shortfall of retirement savings needed is growing at a rate of $3 trillion each year, and will reach $137 trillion by 2050,...
State and Local Governments Increased Pension Contributions by 6.5%
Their contributions rose by $8.5 billion.
Fewer Relying on 401(k), More on Social Security for Retirement Income
More people in the youngest age cohort say they plan to rely on Social Security for retirement income.
Understanding Mutual Fund Share Classes
A review of available share classes and what they mean, and a look at what’s new.
Managed Account Users Plan More Confidently
Research from Fidelity suggests personalized, goals-based advice pairs well with the use of managed accounts.
Products |
Putnam to Launch Alternative Strategies Funds
The new funds aim to provide advisers and their clients with portfolio construction tools designed to help them navigate varying market conditions.
In-Plan Retirement Income Products Benefit Participants, Plan Sponsors
A paper from Prudential Retirement discusses the benefits of offering lifetime income products in DC plans and how plan sponsors can overcome the fear of using them.
Participants Sue Princeton Trustees for ERISA Breaches
The plan sponsor is accused of failing to leverage its size and sophistication to ensure a fair deal on recordkeeping for plan participants, among other claims.
Products |
StayWell Offers Guide to Improve Wellness Program Incentives
The report offers pros and cons of common incentive approaches and easy action steps employers can take to effectively integrate incentives into well-being programs.
Products |
Application Aims to Give Plan Sponsors Fee Negotiating Power
Josh Itzoe from Greenspring Wealth Management says FeeMetri(k)s' goal is to make retirement plan sponsors fee experts in five minutes.
Strong Pension Buyout Market Sheds Seasonality
LIMRA data shows total assets of buyout products were nearly $99 billion at the end of the first quarter 2017, nearly 11% higher than first quarter 2016.