Latest News

The site’s content has been updated to reflect 2021 developments, including the uncertainty over tax changes.

Research shows people of all ages are increasingly turning to financial planners and advisers for help with overall financial wellness as well as retirement planning.

The Employee Benefits Security Administration recovered $2.4 billion for plans, participants and beneficiaries in FY 2021.

Asset managers polled by Cerulli Associates reported trends they see for DC plan investments.

While clean data is important for identifying deaths and locating participants and beneficiaries, it can also have a great cost benefit for plan sponsors implementing pension risk transfer...

Using funding relief to lower contributions to DB plans can increase PBGC premiums and get those plan sponsors that are moving toward pension risk transfer off track.

The plaintiffs argue the $500 million retirement plan’s fiduciaries failed to leverage the plan’s substantial bargaining power to benefit participants and beneficiaries.

Portfolio Evaluations adds senior fiduciary consultant, and Voya Investment Management to acquire Tygh Capital Management.

As the retirement plan industry looks ahead to the coming year, financial wellness is increasingly seen as a critical solution to help workers and retirees meet their goals.

The plan focuses on helping employees build emergency savings before saving for retirement.

Eighty-one percent of respondents to a survey indicate they are at least somewhat likely to prefer a retirement plan that substitutes guaranteed income for safe investments such as...

The vast majority of employees say they would feel more invested in staying with their employer if it offered tailored financial benefits that meet their evolving needs.

The Dodd–Frank Act mandated that the agency increase transparency regarding the loaning or borrowing of securities for brokers, dealers and investors.

The claims closely resemble those in prior suits filed by the law firm Capozzi Adler.

Among other things, the RISE Act would encourage retirement savings by allowing plan sponsors to offer small financial incentives to motivate employee participation.

North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; and Mesirow appoints managing director to oversee structured debt.

Dimensional lists four fixed-income ETFs; Vontobel rolls out fixed-income strategies in the U.S.; Fidelity launches Guaranteed Income Direct; and more.

The judge said he found deficiencies in their claims of imprudence and disloyalty related to certain investments and fees and is giving them time to correct the issues.

Research from Morningstar finds that a 3.3% starting withdrawal rate is more sustainable given today’s low bond yields and high stock valuations.