News

Among other amendments that have already emerged in both the House and the Senate tax proposals, it seems nonqualified deferred compensation plans will more or less be left...

However, they still held the largest percentage of total balances in October and received the largest percentage of contributions.

A lack of retirement savings is one of the two biggest contributors of financial anxiousness, a survey found.

Even among participants who said they were very familiar with their plan's fees, 33% hadn’t read any fee disclosures in the past year, according to research from The...

The new fiduciary support solution aids retirement specialist advisers and their clients in meeting the strenuous requirements of ERISA and other investing and benefits laws—without getting in the...

The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to...

The tables are to be used for determining contributions to DB plans and permitted disparity in DC plan contributions.

OCIOs are gaining momentum with health and hospital systems, defined contribution (DC) plans, public defined benefits (DB) plans, family offices, and sovereign wealth funds, as institutions face myriad...

Nearly half (48%) of Millennials want their employers to provide access to a financial professional to create a personalized financial strategy.

However, debt held by those between the ages of 65 and 80 increased 40% between 2003 and 2015.

A survey from Millennial Personal Finance found most workers would rather use student loan repayment benefits than other work features. 

The lawsuit also says plan fiduciaries failed to use lower cost investment vehicles and made inadequate disclosures to participants about fees.

The plaintiffs challenge three features of the 2012 amendment: the change to the crediting rate; the introduction of potential for risk and volatility into the plan; and variations...

The self-dealing lawsuit filed against Franklin Templeton levels similar claims to other class-action challenges filed by employees of well-known financial services providers. 

It will provide new ideas about how to enhance to the Commission regarding efficiency and resiliency of these evolving markets.

This year's survey from Transamerica of higher education plan sponsors shows a decline of 403(b) plans offered, and a dramatic swing in the popularity of 401(k) plans. 

Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research Group; Recordkeeping and Consulting Firm Joins ABG 

Among retirees that have been out of the workforce between one and 10 years, only 11% to 18% have consolidated their investment accounts, according to a new report.

Analysts warn it’s too soon to tell what middle ground, if any, may be reached between the House and Senate; for now 401(k) retirement plan deferrals appear to...

The group also says the primary motivation of most corporations in eliminating defined benefit plans has been to improve both the level and predictability of their quarterly earnings;...