Data and Research | March 7th, 2023 Employers Should Offer Variety of Retirement Income Options, Survey Shows A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income...
Benefits | March 3rd, 2023 How Plan Sponsors Can Best Communicate With Participants Experts suggest plan sponsors use direct and personalized messaging when communicating about benefits.
Deals and People | March 3rd, 2023 Principal Integrates Businesses With Renewed Focus on Retirement Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.
Data and Research | March 1st, 2023 Defined Benefit Plans Posted Worst Performance Since 2008 Crisis Last Year But performance for defined benefit plans did rebound in Q4, according to a new report.
Compliance | February 28th, 2023 IRI Priorities for 2023 Include Focus On Lifetime Income The insured Retirement Institute wants regulatory and legislative changes in order to drive greater in-plan use of guaranteed lifetime income...
Deals and People | February 27th, 2023 Retirement Industry People Moves Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.
Products | February 24th, 2023 Investment Product and Service Launches Hub starts global risk solutions practice; FPA offers courses to address gaps in advisers elderly financial planning knowledge; and more.
Data and Research | February 23rd, 2023 Retirement Accounts Up Despite Inflation, Volatility Fidelity data shows that 74% of workers globally cite cost of living and inflation as sources of stress.
Data and Research | February 23rd, 2023 Innovest Portfolio Solutions Fills Retirement Consulting Role The investing and retirement plan consultant firm is hiring to support growth trajectory, according to the co-founder and CEO.
Compliance | February 22nd, 2023 Construction Company Lawsuit Targets Its Retirement Plan Providers The lawsuit filed by Martone Construction claims its retirement plan providers ignored requested investment trades and claimed that trading was...
Compliance | February 22nd, 2023 Church-Exemption Ruling Could Have Wide Implications A federal district court judge has widened the exemption to include an N.J. hospital in a lawsuit remanded back to...
Deals and People | February 17th, 2023 Retirement Industry People Moves TIAA names Latini to new position as wealth distribution head; DCIIA votes in 2023 committee members; Pentegra appoints two vice...
Compliance | February 17th, 2023 Tuberville Returns With Call for Crypto Access in 401(k) Plans The Republican senator also argued that the DOL should not be dictating what investments may be offered through the self-directed...
Products | February 17th, 2023 Investment Product and Service Launches Vanguard plans merger and liquidation; WeBuy75.com launches an advanced life expectancy calculator; and more.
Data and Research | February 13th, 2023 Pre-Retirees Less Confident Their Retirement Income Will Last to Age 90 Confidence among pre-retirees that they will receive enough income from all their accumulated retirement sources to cover basic living expenses...
Data and Research | February 6th, 2023 Retirement Account Balances Dipped 20% in 2022, Trading Lowest in 20 Years Despite economic challenges, plan participants were resilient saving for retirement, Vanguard Group data shows.
Benefits | January 25th, 2023 Delta Pilots Emergency Savings Program The airline has partnered with Fidelity Investments to run a program in which enrolled workers can earn up to $1,000...
Compliance | January 24th, 2023 TIAA Class Action Reversal May Impose Significant Procedural Hurdle for Future Cases The 2nd Circuit Court of Appeals’ reversal of class certification will likely make it more difficult for ERISA class action...
Data and Research | January 20th, 2023 Research Shows Workers’ Poor Grasp of Target-Date Funds Plan sponsors may need to bolster participant education for how target-date funds work, according to data from MFS.
Deals and People | January 20th, 2023 Retirement Industry People Moves Megan Schneider named CEO of Retirement & Benefit Partners; T. Rowe adds new role to lead growing separately managed accounts...