Latest News

The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.

Younger cohorts are far more likely than their older peers to express hesitation and cynicism about the choices their advisers make on their behalf and are more likely...

In an upcoming campaign, the company will share steps women can take to achieve enhanced financial outcomes.

The firm says DB plan funded levels may be on the move as interest rates and equity values rise simultaneously.

DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a new study finds.

Experts warn that plan sponsors may face their own set of challenges if and when the DOL fiduciary rule is overturned by the new administration. 

The firm can issue an opinion letter to the plan sponsor or administrator that the plan, as timely amended to comply with IRS changes, continues to remain tax-qualified...

The Empower Health Savings Account will provide plan participants access to a financial-planning solution that integrates retirement savings with health care savings, helping them prepare for health care...

Leading homepages now provide more diverse selections of additional plan data, such as plan participation rates, average salary deferrals, number of properly diversified participants and various participant retirement...

The bulk of the oral arguments focused on the definition of a church plan set forth in Section 3(33) of ERISA and whether deference should be given to...

A study found programs running for at least 10 years are more successful than those that have only been carried out for one to two years, and suggests...

One ERISA industry advocate directly engaged with members of Congress says he expects more proposals to emerge from Republicans seeking to “significantly alter our retirement system,” most likely...

The IRS is asking for suggestions for a presentation on minimum present value requirements for DB plans.

For faculty, when it comes to grading their own financial literacy—from budgeting to investing—this group of educators admit they’d give themselves a “B” grade.

Just 10% of respondents to a survey by State Street say they view fiduciary duty as a barrier to ESG integration.

The only motion to dismiss by the defendants that the court granted concerned a claim that the 401(k) plan should have offered a stable value fund instead of...

A district court judge in Colorado has sided with the recommendation made by a magistrate judge, ruling that plaintiffs have sufficiently stated a claim in an ERISA lawsuit...

People younger than 30 truly are "do-it-for-me" investors.

Seyfarth Benefits Consulting features a growing range of services.

Some tools make simple estimates, while others consider more parameters, an analysis finds.