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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...

Twenty-eight percent are now making more conservative investments, and 26% no longer invest at all.

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...

Employers are pursuing a wider array of approaches to reduce health care cost and risk—both through improved program efficiencies and members’ health engagement, Willis Towers Watson finds.

“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...

Educating retirement plan participants about the consequences of taking loans from their account balance, as well as a few plan design changes, can limit the amount of loans...

Both May and June were light trading months for 401(k) participants, but when they did trade, they favored equities.

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.

A research report says health crises, job losses or other life transitions lead retirement plan participants to pull money from their accounts or discontinue contributing.

Most companies used a single weighted average discount rate to measure the interest cost and service cost components of benefit cost, but PwC found, beginning in 2015, many...

American Century must produce profitability, expense and performance reports created under provisions of the Investment Company Act for all the funds in its retirement plan.

At least one judge on the three-judge panel that has been assigned to the case seemed to have little sympathy for the basic strokes of the DOL’s arguments.

State Treasurer Nancy K. Kopp says, “Recognizing that both the inflation experience and expectations for future inflation remain lower than the rate currently assumed, the Board felt it...

Most pension plans have diverse communication programs that utilize traditional reports and social media.

Despite their pessimism, Social Security remains a portion of Millennial’s plans for living in retirement.

Just because a plan is frozen, doesn’t mean fees will go away altogether.

One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the words of one researcher, “getting trampled.”