Investment managers’ ongoing uncertainty over the world economy is having an effect on how they view portfolio positioning over the next year, a survey finds.
Corporate Insight analysts tell PLANSPONSOR the recently announced deal between LearnVest and Northwestern Mutual could be the start of a financial industry “technology feeding frenzy.”
“QLACs can help ensure sufficient income later in life as Americans anticipate longer, healthier retirement years,” says Kelli Hueler, CEO Hueler Companies.
A federal appellate court found a plan administrator cannot change the calculation of early retirement benefits for participants who terminated under an old version of the plan document.
When deciding to enroll in a non-qualified retirement savings program, communication and education are ranked as highly important by potential plan participants.
Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.
By looking at the groups who scored highest in all categories in its Retire Ready Index, Voya offers an opportunity to better understand the traits, behaviors and practices...