Latest News
‘Rothification’ of DC Plans Could Harm Participants
After Seven Years of Declining, DC Fees Remain Flat
EEOC Wellness Program Rule Lawsuit Decided in Favor of AARP
The district court had previously ruled against the plaintiffs’ motion for a preliminary injunction, finding AARP did not prove irreparable harm to its members was likely; yet in...
Investment Products and Service Launches
Public Pension Plan Funded Status Slowly Improves
Thirty-Eight Percent of Workers Do Not Participate in Their Retirement Plan
Should Retirement Investors Shun Equity?
A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but the real lesson is about diversification, not dumping...
Health Care Cost Inflation Remains Major Retiree Challenge
The 2017 estimate of $270,000 in anticipated health care expenses for a retiring couple is 6% greater than last year’s figure and represents a 70% increase since Fidelity’s...
DOL Fiduciary Rule Seems To Impact Annuity Sales
Overall annuity sales for the second quarter of 2017 dropped 10% compared to the same period last year, but fee-based variable annuities saw a slight uptick.
Given a Choice, Public Sector Employees Choose DB Over DC
ERISA Challenge Targets Minnesota Hospital System
Passively Managed Funds Trounce Actively Managed Funds
Report Addresses Common BICE Questions
IRS Issues Amendments for Bifurcated DB Distribution
Alegeus Looks to Enhance CDH Benefit Adoption
Federal Pensions Challenge Big Banks’ Securities Lending Practices
Large banks are accused by the federal pension funds of working together behind the scenes to protect their interests as middle men in the securities lending marketplace.
Merger of CAPTRUST Firms Highlights Industry Change
The acquisition of CapTrust by CAPTRUST fits the pattern of the 26 acquisitions the firm has conducted in the last decade.