News

The first of two deadlines has passed for the DOL’s information request about a potential second fiduciary rule delay, but the window is still open for advisers to...

Some define it in monetary terms, and others as a state of well-being.

Nuveen’s lead equity strategist Bob Doll suggests one of the “biggest U.S. economic wildcards” is the political backdrop, but other crucial factors are at play behind the headlines. 

ERISA attorneys and asset managers agree that ESG is rapidly becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional investors for that matter.

Nationwide Expands Asset Strategies Team; Northern Trust Collaborates with GuideStone Funds; Mercer Names Head of Mercer Digital; and more.

One common mistake plan sponsors make is representing the HSA as part of their employee welfare benefit plan.

Today, however, only 15% of workers between the ages of 61 to 66 are semi-retired.

Statements from the retirement plan provider notified participants of their missing contributions.

The complaint offers alternative actions Sears could have taken once it realized its stock was an imprudent retirement plan investment.

Wilshire Launches VETS Index; Betterment Sprouts SRI Option for Participants; LPL Opens Mutual-Fund Only Platform; and more.

However, health issues are their greatest retirement fears.

A new study by Dreyfus finds that in the midst of a changing market environment, younger investors are more likely to reevaluate their investment approach than their older...

The report from Mercer suggests designing smart systems to help ensure adequate savings given the many things competing for an individual’s paycheck and the lure of the immediate...

Lawmakers requested that the DOL issue an advisory opinion or other appropriate guidance regarding application of ERISA to auto-portability of retirement savings.

Two policy makers consider very different approaches to solve the 75-year deficit in Social Security benefits projected by the administration’s recent Trustee Report.

The sweeping Financial CHOICE Act is not the only bill being debated in Congress that would impact the ongoing implementation of the DOL fiduciary rule.

The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and...

The U.S. fell three places to No. 17 in the Natixis Global Retirement Index, comprised of 43 nations.

Ron Cohen, head of DCIO sales at Wells Fargo, compares the surprisingly wide gap between what plan sponsors expect from their advisers versus what advisers generally prioritize. 

"Employers may want to reevaluate the allocation of benefit dollars to better respond to employees’ needs and concerns,” says Alexa Nerdrum with Willis Towers Watson.