Latest News
March Flows Spell Positive Quarter for Mutual Funds
Passive funds continued to drive the strongest inflows, according to Strategic Insight.
Video Series Focuses on Women’s Personal Finances
DOL Files Complaint Over Firm’s Failure to Close Profit Sharing Plan
An investigation conducted by the U.S. Department of Labor’s Employee Benefits Security Administration found Interactive Marketing Group failed to formally terminate a profit sharing plan after the company...
IRS Withdraws Some Proposed Nondiscrimination Rules
NAGDCA Launches ‘Perspectives in Practice’ Benchmarking
Data collection is underway for the new benchmarking service, with rollout aimed for summer 2016.
Participant Education Delivery May Change With Final Fiduciary Rule
It appears that non-fiduciary investment education will still be available under the DOL’s final fiduciary rule, though with some important caveats compared with the current rules.
Prioritizing Student Loan Debt Results in Lower Retirement Savings
Court Restricts ESOP Attorney’s Ability to Represent Plans
Participants Can Search for Missing Accounts Online
A new service from Millennium Trust helps employees search for and process old retirement account dollars that may have been rolled into an IRA.
ACA Creates Hassle to Prove Health Coverage
Endowment Index Ends Q1 2016 on Positive Note
Gruber Systems Ordered to Pay for Improper ESOP Purchase
The DOL won a consent judgment and order valued at $1.1 million on behalf of participants in a Gruber Systems Inc. employee stock ownership plan.
KTRADE Adopts iJoin’s Enrollment, Education Tools
Study Finds Financial Wellness/Retirement Confidence Disconnect
Retirees Prefer Guaranteed Income Over Spending Down Assets
March Trading in Retirement Plans Favors Conservative Options
The quarter that ended in March was one of the most vigorous trading periods on record for 401(k) account holders, according to Aon Hewitt.
Retirees Say Satisfying Retirement Is Possible
The vast majority of TIAA clients who are now retired say they feel satisfied with life after work, including practically everyone in the group of respondents who started...
Americans Confused About Safe Retirement Withdrawal Rate
Retirement Advisor Council Offers RFP Tool for Sponsors
Retirement plan sponsors can use the new RFP tool to score responses they receive during the formal search for a new adviser.