News

A new publication from Research and Markets offers a highly detailed overview of what it takes to meet the many technical requirements of ERISA. 

It also provides links for resources the IRS provides to help 403(b) plan sponsors stay in compliance.

Researchers from State Street Global Advisors suggest policy changes that could improve retirement readiness for younger workers and late savers.

When asked how they would like to receive advice, respondents reported preferences for receiving advice as often as they have questions and through channels like email and 1:1...

CANNEX Hires Annuity Research Leader; Northern Trust Expands Foundation & Institutional Advisors Team; BPAS Hires External Wholesaler; and more.

The episode focuses on gearing attention toward the tax-exempt marketplace.   

The health care cost inflation projections contained in HealthView Services’ latest reporting are simply astounding; accounting for projected lifetime inflation, a healthy retired couple at 65 can expect...

In an ever-evolving fiduciary landscape, the tool aims to identify in real time issues that may put plan advisers at risk, such as the availability of lower-cost share...

An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of...

Fifteen percent say recommendations from their consultant or independent fiduciary is an important consideration when selecting an annuity provider.

For two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors, and at the same time, provides more meaningful benefits to participants, John...

Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.

A significant number of workers underestimates what they are likely to pay for health care in retirement and many are unaware of Social Security basics, a new survey...

The text of the decision to grant class certification, while only representing an interim step in this ERISA challenge, offers important insight into what it takes to prove...

Forty-four percent of middle-income women say this, compared to 14% of men.

Please take note, the PLANADVISER National Conference has been postponed in response to the weather emergency declared in Florida. More information is available here.

The new solution aims to help advisers provide smaller plans with a “big plan experience.”

Willis Towers Watson finds North American funds showed the most noticeable annualized growth rate over the last five years.

Of the 36 education topics identified by a recent survey, 50% of the firms cover more than half of the topics, and 33% cover beyond two thirds.

Similar to the settlement agreement regarding the Ascension plan, the agreement includes provisions that mimic the provisions of ERISA.