Latest News

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.

The proposed rule will help closed DB plans continue to satisfy minimum coverage and other testing requirements.

The proposal is modeled after the Federal government Thrift Savings Plan.

While applauding initiatives already announced, industry players encouraged federal lawmakers to consider further steps.

It won’t be an easy or even a comfortable time for bond investors, but Prudential predicts 2016 has a lot of potential upside for fixed-income markets. 

While employees plan to work longer and gradually phase into not working at all, most employers do not have policies in place to facilitate those desires.

Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan Asset Management highlights some troubling behaviors among participants...

The conventional thinking about generational differences is not as useful as considering retirement plan participants at their stage in the retirement planning timeline.

The company will generate a change file and send it to payroll providers without the plan sponsor having to get involved.

Betterment first started plugging for its new Betterment for Business integrated retirement plan offering last year; now the service is live. 

“If we remove the friction, more plan participants will stay in the system,” says Spencer Williams, president and CEO of Retirement Clearinghouse.

Richard Fulford at PIMCO suggests plan sponsors evaluate active approaches, including custom target-date strategies, among other investment considerations.

Fifteen percent of Americans polled say they find it hard to make ends meet every month.

A new lawsuit filed by Schlichter, Bogard and Denton against Oracle Corporation for alleged mismanagement of the company’s 401(k) plan clearly echoes many of the complaints filed by the firm...

New York City’s Bureau of Asset Management has to improve its pension oversight, the report says.

The agency has added more safe harbors to the normal retirement age requirements.

The marketplace offers an integrated health, wellness and financial solution for small and midsized companies.

The administration would like to enable employers to more readily access an open MEP, such as those from different sectors but a similar location, for example.

The Supreme Court returned Amgen’s ESOP case to the lower court for a second time.

The DOL is asking a Florida district court to take action against an employer accused of inflating its fair market value during an employee stock ownership plan transaction.