Tag: retirement planning

Many plan participants expect retirement advice, coaching and even plan investment decisions from employers, according to J.P. Morgan Asset Management.

Day-to-day financial stress tops employee concerns, but most employers still focus on long-term retirement planning. 

While working Americans reported improvements in their finances and retirement savings this year, many are still worried that competing priorities...

Anxiety could keep investors from participating in equity market gains and growth, Schroders data shows.

New York Life Group Benefit Solutions promotes two into expanded leadership roles; Ocorian taps Buick as CFO; Mao named nonresident...

Fidelity is seeking agreement from shareholders to reorganize funds offered through Fidelity Personal & Workplace Advisors LLC by RIA Strategic...

Devane named a director at SageView; Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; and more.  

For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.

Federal judge allows lawsuit against American Airlines’ defined contribution plans to proceed.   

The dataset provides plan sponsors with information on U.S. workers, controlled for demographic factors, and will be updated quarterly.

The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held...

Transamerica names Dickinson director of participant engagement; Vestwell bolsters sales team; Voya names Leary to board.

Plan participants born after 2000 raised their retirement contributions and invested in cryptocurrency and non-fungible tokens at higher rates than...

Newfront, a tech-focused advisory firm, recently brought its AI-driven benefit solutions to Congress and will be using AI capabilities to...

CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and...

While American Funds experienced inflows several firms saw net outflows from their funds in the quarter, according to Simfund.  

The plaintiffs allege fiduciary breaches occurred in a leveraged buyout after the company founder’s death.

The investment managers and recordkeepers are expanding their focus with outside hires and promotions.

Hub starts global risk solutions practice; FPA offers courses to address gaps in advisers elderly financial planning knowledge; and more.

However, the separate actuarial tables used for retirement planning and services may not follow the trend.