News

ICMA-RC says the IRS favorable letter ruling is the first to adapt the auto-enrollment rules to a governmental 457(b) plan.

Find here a link to our sister publication’s chart denoting the 2018 maximum benefit and contribution limits set by the IRS, including current and historical limits on all...

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...

Fewer than one-third of Americans have $100,000 or more saved for retirement, an IALC survey finds.

One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.

The department believes an oversight bureau, created to assess the financial strength of annuity providers, would help employers and advisers become more comfortable including annuities in retirement plans.

Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more.  

The firm describes its latest release as a consolidated proposal system created for financial advisers to help clients make informed decisions on possible rollover options, designed with their...

A longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database found the average account balance for consistent participants increased at a compound annual average growth...

By making workers aware of health and financial benefits, employers can make their workforce more engaged and productive—and avoid costly expenses.

Because of shared and predictable expenses, they also offer greater benefits than defined contribution plans, the National Institute on Retirement Security says.

KBS Introduces Online Platform for Investment Trust; T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more. 

However, Fidelity Investments found that 25% of investors have switched to more conservative investments since 2007.

Yet only 20% have taken any step toward funding their long-term care expenses.

An Employee Benefit Research Institute analysis breaks down the number of 401(k) contributors who would be affected by a mandatory, partial Rothification proposal in tax reform.

Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income...

This can put a person’s retirement in jeopardy, The Pew Charitable Trusts says.

Personal Capital’s analysis of investing account fees offers important perspective about the long-term impact of management expenses on wealth generation. 

A survey of the newly retired finds 40% spend more for health care than they’d expected.

This is especially true for Millennials, Bankrate.com found.