Data and Research | November 13th, 2025 ‘Income Is the Outcome’: White Paper Backs Goal-Based Retirement Planning Pooling longevity risk and delaying Social Security are two tactics to increase retirement income.
Products | October 27th, 2025 PLANSPONSOR Roadmap: Incorporating Annuities in DC Plans Experts discussed fiduciary, design and communication strategies for integrating the insurance products into retirement offerings.
Products | October 17th, 2025 PLANSPONSOR Roadmap: All About Annuities ‘We’re at a perfect time to continue to see this market evolve and grow,” said Keith Golembiewski, head of annuity...
Products | October 14th, 2025 401(k) Annuity Hub Launches The subscription service aims to assist retirement plan fiduciaries with choosing the retirement income options that best fit their participants’...
Compliance | September 23rd, 2025 DOL Clears AllianceBernstein Lifetime Income Strategy for Use as QDIA The advisory opinion could lead to greater adoption of annuity products.
Investing | September 11th, 2025 PLANSPONSOR Roadmap: ‘Retirement Class’ TDFs Industry experts shared what plan sponsors and their advisers should look for in a target-date fund—and how to layer in...
Compliance | August 1st, 2025 IRI Pushes Back on DOL’s Annuity Safe Harbor Deregulatory Stance The organization requested the department reconsider its decision to rescind prior guidance, which it stated could slow the adoption of...
Benefits | July 1st, 2025 Secure a Retirement Like Baseball’s Bobby Bonilla In honor of ‘Bobby Bonilla Day' on July 1, TIAA and Nuveen produced a short film based on the former...
Benefits | September 10th, 2024 ERISA Advisory Council Delves Into QDIA Retirement Income Offerings Experts providing testimony to EBSA focused on defined contribution in-plan annuity product offerings as the plan default.
Compliance | July 8th, 2024 ERISA Advisory Council Explores Annuity Default Options in DC Plans Experts recommended annuities in QDIAs would help participants avoid outliving their assets.
Compliance | June 20th, 2024 Kohler Agrees to Settle ERISA Lawsuit Against DB Plan Kohler Co., the Kohler Co. Pension Plan and pension plan beneficiary plaintiffs request the court’s approval of the settlement.
Products | June 18th, 2024 T. Rowe Price Launches Retirement Income Product Evaluation Framework T. Rowe Price’s five-part framework aims to support plan sponsors’ evaluations of retirement income products.
Data and Research | May 15th, 2024 PGIM and TIAA Rethink 4% Withdrawal Rule, Finding Retirees Can Spend More For defined contribution plan participants, new research from PGIM and TIAA offers a fresh perspective on the usefulness of a...
Products | May 9th, 2024 Product and Service Launches Empower providing retirement plan administration to Arizona city; TruStage enhances annuity; Confluence Technologies announces analytics partnership; and more.
Products | May 9th, 2024 AllianceBernstein Expands Access to Secure Income Portfolio Plan sponsors can access the AllianceBernstein Secure Income Portfolio.
Deals and People | May 3rd, 2024 Retirement Industry People Moves Broadridge names Kirkland to head of mutual fund regulatory unit; Standard brings in Orr to lead AI use across organization;...
Benefits | April 24th, 2024 Behind the Decision: Why Avangrid Added BlackRock LifePath Paycheck to Its 401(k) Connecticut-based energy company Avangrid is among the first plan sponsors to implement BlackRock’s LifePath Paycheck.
Compliance | April 19th, 2024 Kellogg Wins Pension Lawsuit Dismissal Federal court in Michigan dismisses a lawsuit brought against the Kellogg Company pension plan.
Benefits | April 9th, 2024 IBM Wins Dismissal of Pension Lawsuit A lawsuit against IBM’s pension plan will not proceed, following a judge’s ruling in U.S. District Court for the Southern...
Data and Research | April 8th, 2024 MetLife Poll Shows Increased Demand for QLACs to be Offered In-Plan Plan sponsors are expressing interest in qualified longevity annuity contracts as a way help participants protect against longevity risk and...