Data and Research | July 13th, 2022 Biggest Investor Worries Are Inflation and Recession Risk Investors put heavier weight on retirement income protection than financial professionals.
Compliance | March 4th, 2022 Understanding PRT: Administrative and Fiduciary Considerations One important distinction to make when considering a pension risk transfer is the difference between fiduciary and settlor functions.
Compliance | November 6th, 2020 J.C. Penney Pension Plan Taken Over by PBGC The company recently entered an asset purchase agreement designed to allow it to emerge from Chapter 11 bankruptcy, but the...
Compliance | June 18th, 2020 Guilty Plea Secured in $15M Retirement Plan Embezzlement Scheme A Texas couple has admitted to submitting more than 90 unauthorized distribution requests from some 20 retirement plans between 2014...
Data and Research | May 1st, 2019 Wells Fargo Suggests Various Approaches to Retirement Saving Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X...
Data and Research | December 4th, 2018 Many Retirees Outspend Planned Budget However, a survey finds retirees with a guaranteed income stream from a pension or annuity are able to spend more.
Data and Research | July 31st, 2018 Half of Retirement Savers Think They Are Behind Ninety-eight percent wish there was a way to make up for lost time, but 63% say they cannot take the...
Data and Research | July 10th, 2018 Many Millennials, Gen Xers Don’t Expect to Receive Social Security Yet, a significant number are not saving for retirement at all.
Data and Research | June 21st, 2018 Retirees Find Creating a Drawdown Strategy Is Complex "Having a plan in place to manage their finances can help retirees feel confident about spending their assets and address...
Data and Research | April 19th, 2018 Employees Desire Retirement Education and Coaching Nearly half would like a digital retirement coach, an Accenture survey found.
Compliance | March 8th, 2018 Pension Trustee Found Guilty of Theft The trustee is ordered to pay $234,271 in restitution, serve a year of probation and be barred from serving as...
Compliance | November 9th, 2017 Sears Allowed to Sell Real Estate to Fund Pension According to a Sears announcement, following the making of a $407 million contribution, it will be nearly relieved of the...
Benefits | October 26th, 2017 NIRS Encourages Continued Use of Pensions for Teachers A report from the NIRS argues how DB plans create more savings and retirement income for teachers than DC plans.