Plan Sponsors, Advisers Must Move Forward on Fiduciary Rule Compliance
Plan sponsors are reminded of the rule's provisions regarding education.
Latest News
University of Chicago Faces Excessive Fee Lawsuit
The university is accused of not negotiating a better price for recordkeeping and retaining high cost, underperforming investments, among other things.
Tips for Using Social Media to Engage Participants
According to Corporate Insight, plans can see as much as a 50% increase in communication with Millennials by using social media versus relying on call centers and in-person...
Advice Linked to Retirement Readiness and Confidence
In addition to a heightened level of retirement readiness, Northwestern Mutual suggests Americans who work with advisers tend to feel more financially confident overall.
Morningstar Reports Record Low in Fund Fees
The demand for low-cost passive funds is driving a downward trend in fees for mutual funds and ETFs, according to research by Morningstar.
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Transamerica, Sage Advisory Team Up for Cash Balance Plan Solution
An employer that sponsors a cash balance retirement plan will consult with the plan’s adviser to select one of three investment solutions independently managed by Sage Advisory Services.
No More Delays for DOL Fiduciary Rule
Providers will have to begin complying with provisions of the new DOL fiduciary rule starting June 9, 2017.
Most Regret Not Saving Earlier for Retirement
However, for older Millennials, taking on too much student loan debt is their top regret.
Pre-Retirees Could Use More Retirement Planning Help
Although people approaching retirement have a strong vision for what success looks like, many are unsure of how to get there, and many are still afraid of running...
Multiemployer Plans Have Hope and a Future
Doom and gloom headlines are not the whole story about multiemployer plans.
Active Fixed Income Could Be Useful in Rising Interest Rate Environment
PIMCO indicates an active fixed-income strategy could pose some opportunities in the current and future market.
Mutual Fund Expenses Continue Downward Trend
There was a decline in expense ratios for actively managed and index equity and bond mutual funds, ICI data shows.
Attorney Describes What Makes a Good ESOP Candidate
One experienced benefits attorney says he has seen employee stock ownership plans do a whole lot of good for a lot of people during the course of his...
Institutional Asset Owners Increasingly Interested in Smart Beta
The largest rise in smart beta adoption this year is among asset owners with $1 to $10 billion in assets under management.
People With Student Loans Have Trouble Saving for Retirement
Forty percent of young people surveyed said this debt is forcing them to delay saving for retirement.
Investors Working on Overall Financial Wellness
However, contributing to an emergency fund and saving at least 10% for retirement are two of the most challenging practices.
Retirement Industry People Moves
Northern Trust hires two for Taft-Hartley business; MassMutual rebrands; Bank of America Merrill Lynch expands retirement business; and more.
FedEx Faces Challenge of Pension Calculations Under USERRA
The lawsuit claims FedEx did not apply the formula for calculating pension benefits that USERRA requires for military-member employees whose compensation is “not reasonably certain.”
Millennials Saving for Financial Freedom, Not Retirement
Even though only 8% of Americans believe Millennials are doing a good job at saving, a study by Merrill Edge finds they are saving more than their generational...
Regulations, Legislation Impede Retirement Savings of Americans
The DOL fiduciary rule, the rollback of an ERISA safe harbor for state-run plans and the new health care law were mentioned by witnesses in a House Subcommittee...