Mercer said it has agreed to acquire SCM Strategic Capital Management AG, a Swiss-based specialist private markets adviser and delegated solutions provider.
Credit Suisse AG has received temporary approval to continue acting as a qualified professional asset manager (QPAM), after pleading guilty to criminal charges related to client tax evasion.
Callan Associates will use RiskFirst’s pensions risk analytics platform, PFaroe, to help institutional investors conduct asset allocation and asset/liability studies.
The Internal Revenue Service (IRS) has announced results of a compliance project that checked whether retirement plan sponsors followed qualified joint & survivor annuity (QJSA) rules.
As asset managers and investors realize the usefulness of managed volatility strategies, assets continue to rise according to a report from Strategic Insight (SI).
The Department of Labor has issued frequently asked questions (FAQs) about the compliance of health care premium reimbursement arrangements with the Patient Protection and Affordable Care Act (ACA).
As defined benefit (DB) plan sponsors try to decrease their risks, offering a lump-sum distribution opportunity for certain participants has become a popular option.
While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they should be, according to a Nationwide Retirement Institute...
More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement readiness has become a major issue for their...
The average total health benefit cost per employee rose 3.9% this year, alongside a 5% enrollment increase in high-deductible, consumer-directed health plans (CDHPs), as revealed in a Mercer...
More than three-fourths of retirement plan sponsors surveyed give their plans a grade of A or B, but only 61% give their employees’ saving habits similar grades.
Members of the Baby Boom Generation and Generation X had the highest rates of mutual fund ownership in mid-2014, according to a survey by the Investment Company Institute...
The availability of in-plan lifetime income improves participant satisfaction, confidence and outcomes due to better long-term investing behaviors, according to a white paper from Prudential.
Fortune 1000 companies reported an estimated $285 billion in retiree medical obligations for 2013, according to calculations based on Securities and Exchange Commission disclosures.
Defined benefit (DB) plans are the primary vehicle for ensuring retirement income security for public workers, and Callan Associates believes these plans are viable and necessary in this...
Americans' retirement expectations were damaged significantly by the “Great Recession,” as seen in a nearly 23% drop in workers retiring early or close to their expected date.