News

DB plan sponsors are using a variety of strategies to manage increasing PBGC premiums, including accelerating funding and implementing pension risk transfer strategies.

Seventy-five percent believe their 401(k) plan is in better shape now than ever before, according to Charles Schwab.

The complaint specifically calls out the 11 T. Rowe Price target-date funds (TDFs) offered by the plans, saying they are all adviser or retail class funds—as opposed to...

There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.

The new website is designed to be a one-stop place for investors and retirees to have their Social Security retirement questions answered, including when to claim.

Voya hires regional sales vice president; Northern Trust names former employee its new strategy director; Broadridge announces a series of changes to its global operations team; and more....

According to the SEC’s strategic outline, when Main Street investors seek professional advice, their choices “all too often are not as clear as they should be.”

Year-to-date, the index is up 0.92%.

A new white paper published by Risk.net maps out the growing volume of institutional exchange-traded fund usage and encourages institutions to take a more sophisticated approach measuring liquidity.

A report from Deloitte explores mechanisms to prevent loan leakage, including policy changes to plan design, loan education programs, debt consolidation, payroll program automation, and 401(k) loan insurance.

PIMCO Acquisition Expands Municipal Bond Business; TIAA Adds Guaranteed Income to Custom Default Solutions; Franklin Templeton Adds Regional ETFs to Lineup; and more.

A detailed analysis prepared by Aon suggests the typical worker would have to start saving at age 25 and put away 16% of pay annually—including the employer retirement...

However, only 33% are confident about their retirement readiness.

Nearly three-quarters (72%) of respondents to a TD Ameritrade survey indicated they do not believe Social Security will cover their spending in retirement, and 51% said they do...

In addition to self-dealing allegations, the complaint calls out Fidelity for not negotiating revenue sharing refunds for its 401(k) plan participants and not considering stable value options for...

This is in keeping with a rise in the DOL’s Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).

The 2018 Retirement in America Survey from First National Bank of Omaha found 69% of people not yet retired have not calculated how much money they will need...

The firm has revamped its Aviator 401(k) program, now adding simplified investment lineups, affordable pricing, and fiduciary support services to its offerings. 

This means building trust by underscoring that they are acting in the client’s best interest and also getting to know them personally.

Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity...