Latest News

A new survey finds the continued growth of plan assets in target-date funds may be reducing the importance of the core menu.

The American Academy of Actuaries gives clarifying insight on recent life expectancy data released by the CDC.

Franklin Templeton finds many employees are hesitant to share in-depth details on their finances, even though it can lead to more customized benefits information and strategies.

Claims regarding NFP’s direct responsibility for the selection and retention of the flexPATH target-date funds were dismissed while allegations about its advice regarding the funds were moved forward. 

J.P. Morgan announces insurance and annuities head; Verity Asset Management names chief governance officer; River and Mercantile consulting business announces rebrand; and more.

Its report suggested ways the DOL can expand retirement plan access and provides novel recommendations to close retirement savings gaps for women and minorities.

A significant regulatory concern is that banks should not simply “rent their charters” to third-party registered investment advisers seeking to use the bank’s status as a fiduciary to...

The agency is looking to identify actions it can take under ERISA and other relevant laws to safeguard employees’ savings and pensions from the threats of climate-related financial...

Northern Trust Asset Management suggests that institutional investors take a look at junk bonds and natural resources stocks.

The new eligibility tool will help individuals see an estimated forgiven loan balance, detail next steps for applying for forgiveness and provide information on how to increase further...

DCIIA provides potential next steps for defined contribution plan sponsors to incorporate alternative investments into their plans, with considerations for fiduciaries.  

ISS ESG launches labels and standards solutions; Principal advances plan for first semi-transparent ETF offering; and Xtrackers by DWS launches ETF with exposure to high-yield corporate bonds.

A federal court has denied a defendant’s motion to dismiss a lawsuit in which he is accused of committing wire fraud while taking allegedly fraudulent hardship withdrawals from...

Whether plans saw a slight increase or decrease depended on their lifecycle stage and allocation to equities.

Despite the backdrop of a volatile stock market, the average of balances traded daily was 0.017%, according to Alight Solutions.

Seven in 10 Americans surveyed say they want to work with a financial adviser.

Research suggests that keeping retirement plan savings in tax-advantaged accounts, using auto-portability, can help to close the wealth gap.

EBRI cites studies that show enrollment in HSA-eligible health plans has slowed and is now decreasing.  

Research suggests written plans might especially help low- to moderate-income employees save more.