Small Businesses Plan to Increase Retirement Offerings
A positive economic outlook and implications of the ACA have small business owners focusing more on retirement benefits.
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Fidelity Analysis Shows Benefit of Long-Term Investing View
401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.
Union Fund Trustees Sued for Multiple Fiduciary Breaches
The International Association of Machinists National Pension Fund and its board of trustees are facing a lawsuit.
Millennials Working on Financial Goals, but Not Retirement
The number one reason Millennials invest is to have an emergency/“rainy day” fund, a survey finds.
Institutional Investors See First Losing Year Since Financial Crisis
2015 was the first calendar year since 2008 that institutional investors overall had a negative return.
Health Benefits Dispute Sent Back to District Court Again
The 6th Circuit wants the district court to reconsider the vested retiree health benefits challenge in light of a Supreme Court decision about the case.
Gen X Most Worried About Retirement
Competing financial priorities are making Generation X far less confident than other generations that they will be able to make ends meet in retirement.
Formal Written Retirement Plan Increases Confidence
While three-quarters of pre-retirees and retirees have some kind of financial retirement plan, only 16% have a formal written retirement plan, a LIMRA study found.
Investors' Views About TDFs Have Evolved
New data from Voya shows TDF investors have grown in sophistication and are embracing a deeper definition of diversification.
Student Loan Debt Pushes Up Retirement Risk
If today’s working-age households had the same level of student debt as those recently leaving college, an additional 4.6% would be at risk of having inadequate income in...
U.S. Pension Fund Assets Remain Stable
Defined contribution (DC) assets now represent more than 48% of global retirement assets, according to Willis Towers Watson.
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T. Rowe Price Enhances Retirement Plan Participant Web Experience
The firm has launched a redesigned Workplace Retirement site.
Retirement Plans the Door to Investing for African-Americans
Seven in 10 African-American investors cite workplace retirement plans as a contributing reason for becoming an investor.
Does Health Capacity Support Desire to Retire Later?
Researchers analyzed whether it is realistic to expect that older individuals will be able to work longer.
Lessons from a TDF Portfolio Manager
Dan Oldroyd with J.P. Morgan provides TDF investment tips for retirement plan fiduciaries.
IRS to Discuss Required Retirement Plan Changes
The agency is hosting a webinar about the 2015 Cumulative List.
Job Seekers Want Student Loan Benefit
Help with student loans joins retirement, health and vacation benefits as a priority.
IRS Provides Guidance About Mid-Year Safe Harbor Plan Changes
The guidance includes prohibited changes to a safe harbor retirement plan.
Benefits No Longer Driving Retirement Decisions
As employer retirement and health care benefits become less generous (and early retirement incentives become rarer), employers wield less direct influence over their employees’ retirement decisions.
Retirement Industry People Moves
New hires at USI Consulting and Southern Employee Benefit Practice of Milliman, and Stausboll retires from CalPERS.