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PIMCO says a mix of the two makes sense, especially assigning the fixed income portion of the portfolio to active management due to outperformance.

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing.

The collaboration gives Principal customers with an HSA through HSA Bank easy access to a comprehensive online snapshot of their retirement portfolio.

The solution automatically deducts funds from an employee's paycheck, after taxes, and deposits them into an account in an amount specified by the employee.

Professionals operating in the health care and higher education markets will find this feature particularly useful, the firm says.

Complex retirement planning terminology isn’t just tough for participants to understand. Plan sponsors are having difficulty, too.

The TIAA HSA will include a diversified series of TIAA-CREF and Nuveen mutual fund investments in an integrated TIAA online and mobile view.

A former employee of SunEdison Semiconductor LLC claimed that the 8th Circuit “discarded the core lesson of Dudenhoeffer and imposed a categorical heightened pleading standard on ERISA plaintiffs.”

With potentially lower future returns and low interest rates, plan sponsors should reexamine plan investments to help participants with retirement income.

“The industry has realized that by working together on cybersecurity issues, we are stronger than if we remain in our own silos,” says Tim Rouse, SPARK Institute executive...

The company says the design change allows it to shift its focus to holistically examine the user experience as it is designing new features.

Transamerica Increases Client Engagement Team for Mega/Large Plans; Mercer Adds Investments and Retirement Business Leader; Segal Acquires Public-Sector Implementation Services Provider; and more.

The firm has consented to a FINRA censure and a fine, based on allegations that it provided inaccurate expense and performance information to some retirement plan clients.

A look at the setup and features of these plans may offer a clue about how open MEPs sanctioned by the SECURE Act will look.

Only 6.8% receive income through Social Security, a defined benefit (DB) plan and a defined contribution (DC) plan, the NIRS found.

Fidelity Investments releases bond model suite, and BlackRock announces sustainability as new standard for investing.

The latest appeal for union pension benefit reductions could result in more than 20,000 musicians seeing reductions ranging from 2% to 40% in their monthly benefits.

Serge Boccassini, with Northern Trust Asset Servicing, explains how his firm has been doing so for 10 years.