Latest News

They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the point of transaction. 

The president signed a resolution overturning a DOL rule regarding city and municipality retirement plans for private-sector employees.

American Century releases new alternative investments fund, and Thornburg Investment Management adds R6 share classes.

Survey results suggest men and women are broadly concerned about affording unexpected expenses, affording health care costs and being able to take desired vacations.

There was not a single day of above-normal trading activity in 401(k) accounts during the first quarter of 2017, according to Aon Hewitt data. 

This includes pre-funding, terminations and buy-outs, according to Mercer.

“The wide range of private fund strategies can generate strong returns, provide diversification, reduce volatility, act as an inflation hedge, and/or deliver reliable income,” Cerulli researchers explain.

The presence and generosity of employer contributions to health savings accounts only make a slight impact on the enrollment rate, for example. 

Several analyses show funded status improvement for the month of March as well as the first quarter.

Roberta Rafaloff, with MetLife, says plan sponsors should stop discussing annuities as if they are investments.

More and more people plan to stay in the work force past age 65, and many cite effects of the Great Recession for causing them to fall behind...

Institutional portfolios using the endowment model grew 4.95% (on a total return basis) for the quarter ended March 31, 2017, according to the Endowment Index.

A partnership with Welltok allows employees to set personalized health goals.

Non-retired Americans surveyed say they are anxious about health care costs and Social Security uncertainty, among other things.

The annual cost across a workforce is an additional 1.0% to 1.5% a year.

According to the motion filed by attorneys, the fact that the plaintiff’s claims are brought pursuant to ERISA’s civil enforcement provisions does not in any way impede or...

It stands to reason that some target-date fund investors may be leaving the products and their workplace plans in order to start formally structuring retirement income, but plan...

Many workers now want their employer to help them with student loan repayments, as 74% of all Americans carry this debt.

Prior to the recession, 43% of middle-income Boomers planned on primarily relying on personal savings in retirement, compared to 34% now.

Among DB plan participants who were given a choice between a lump sum or an annuity, fewer than half said that, at the time they made their decision,...