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Student Loan Repayment Program Added to UBS Workforce Suite
The investment firm has also added personalized financial wellness digital capabilities.
Latest News
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Nationwide to Roll Out New Annuity Products and Partnerships
In December, Nationwide will introduce a new in-plan fixed indexed annuity to provide principal protection with potential for growth based on the return of an index.
The DOL’s ESG Proposal and DB Plans
Defined benefit plan fiduciaries can expand on their evaluations of ESG investments to show they are financially beneficial and not just a philosophical choice.
Bill Would Fill Gaps in Previous Retirement Legislation
The SAVE Act would allow 403(b) plan sponsors to join open MEPs and incentivize the creation of ESOPs, among other things.
Revisiting the DOL’s 2013 TDF Tips
Even as target-date funds evolve, the Department of Labor’s guidance for selecting and monitoring the funds is still relevant.
Older Workers Suffering Higher Unemployment Rates Since COVID-19
This threatens older workers' retirement security, says a report from The New School, in which it makes policy suggestions.
Views of Financial Resiliency Differ by Generation
Plan sponsors can address all components needed to help employees feel financially secure in employer financial wellness programs and education.
Retirement Readiness Gaps Have Widened in 2020
New data published by Wells Fargo suggests the COVID-19 pandemic has driven some workers even further behind their retirement savings milestones, while others continue to voice confidence in...
Advisers Can Spearhead Retirement Plan Committee Setup and Training
Plan sponsors can trust advisers to help with committee decisions and training and expect input from ERISA attorneys.
Repositioning Financial Wellness and Retirement Benefits for 2021
Plan sponsors can take steps now to make sure their plans are ready to meet fiduciary obligations and participants’ needs in the new year.
Understanding the Types of Annuities Retirement Plans Can Use
The goals of plan sponsors and participants will help determine which option is best.
Stock Purchase Plans and 401(k)s: Not an Either/Or Proposition
A worker’s commitment to saving for retirement tends to snowball and build on itself, such that access to both a traditional 401(k) and a stock purchase plan drives...
OCIOs Help DC Plan Sponsors With Investment Lineup Best Practices
Plan sponsors using an outsourced chief investment officer have more diversified asset classes and a mix of active and passive investment options in their fund lineups, PGIM research...
Another Lawsuit Challenges Fund Manager Strategy During COVID-19 Market Crash
Allianz Global Investors is again accused of not following the promised investment strategy for its Structured Alpha Funds.
PRT Still a Useful Tool for Plan Sponsors
The effects of the COVID-19 pandemic slowed pension risk transfer activity earlier in the year, but economic factors for transactions remain favorable and Q4 could be a record...
SERPs Less Prevalent but Still Offer Value
The latest information about supplemental executive retirement plans, and insights about plan trends, can be found in the Newport/PLANSPONSOR 2020 Executive Benefit Survey report.
Helping Employees With Financial Decisions During COVID-19
When the pandemic is financially and emotionally affecting employees, they need access to sound reasoning.
Retirement Industry People Moves
TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and FAR joins Stanford Center on Longevity corporate affiliate program.
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Plan Providers Supplement Lifetime Income Projections
Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
Consider Who Is Paying When Benchmarking Retirement Plan Fees
There is less risk when a plan sponsor pays retirement plan fees, but that doesn’t necessarily mean the benchmarking should be different than if participants pay.