Latest News
Penbridge Offers Guide to Selecting Annuity Buyout Provider
Mercer Adds Trends Data to MercerInsight
Mercer suggests the Trends module will be updated on a quarterly basis with real data on investment manager searches, enabling users to create custom reporting and filtering.
Employers ‘Doing All They Can’ to Rein in Benefits Costs
Index Fund Designation Questioned in Latest Self-Dealing Lawsuit
The fund had an annual costs of 35 bps per year in the plans being targeted by the latest self-dealing lawsuit.
Retirement Readiness an Increasing Concern
Empower Creates Apple Watch Retirement Planning App
Wellness Programs Need to Be More Relevant
Target Hit With a Second Stock-Drop Challenge
Plaintiffs say the “artificial inflation of the company stock price” made Target shares a bad investment for the ESOP.
Regulations Incent Public Pensions to Take Risky Investments
Index Mutual Funds and ETFs See Strong Demand
On the fixed-income side, Strategic Insight finds active bond funds netted $6.1 billion of new investments during June 2016, “mainly on demand for muni-bond offerings.”
Plan Sponsor Support Focus of CUNA Mutual ClearDirection Program
Known as the ClearDirection Plan Management program, a new client service approach from CUNA Mutual Retirement Solutions focuses on simplifying key administrative processes.
Another Small Plan Targeted in Excessive Fee Suit
Participants in Bankrupt Company’s ESOP Can’t Offload Shares
Many Countries Do Better Than U.S. on Retirement Issues
In contrast to factors boosting the U.S. ranking, the country also has one of the highest levels of income inequality among developed nations—challenging the retirement planning effort at...
Participants Need to Get Up to Speed on Wide Variety of Financial Topics
ESG Factors Can Illuminate Due Diligence Processes
In addition to their own interest in boosting investment performance, investor demand is another top reason why investment managers are taking ESG issues into consideration, Cerulli finds.
Senators Introduce Resolutions to Block Wellness Program Rules
Financial Stress Affecting Workplace Productivity
Working Later Often a False Hope for the Unprepared
Research warns that current retirees had much less control over their own date of retirement than anticipated, implying plans to work beyond the average retirement age are generally...