News

More 403(b) plan sponsors are also automatically enrolling participants.

Embracing a greater role in managing household finances and generating family income, Cerulli Associates research suggests women working in the U.S. are eager for financial advice. 

Attorneys point out that 403(b) plans have distinctions from 401(k) plans that cause them to have a different model.

SEI held a webinar looking at how DC plans are changing and what this means for plan sponsors

While more than half of Americans across age groups are concerned about paying for health care in retirement, 41% of Baby Boomers say they are "very" concerned, according...

Forthcoming regulatory reform continued to significantly impact money market allocations during July, according to Strategic Insight.

And only 21% are working with a financial adviser

Another law firm has joined in the filing of lawsuits against major universities' 403(b) plan designs.

“It is almost akin to buying fiduciary insurance,” says Tod Ruble with Custodia Financial. “Plan sponsors are maintaining fiduciary obligations and improving outcomes for participants.”

A new TD Ameritrade survey report likens the mindset of Millennial investors to that of workers living in the wake of the Great Depression, nearly a century ago. 

For the first time in seven annual editions of its Plan Sponsor Attitudes Survey, fiduciary responsibility is cited as the top reason 401(k) retirement plan sponsors start using...

Spark 401k also provides access to low-cost ETFs that keep investment expenses less than 1%, helping employees further grow their nest egg.

According to research by Fidelity, couples retiring in 2016 can expect to pay $260,000 on health care throughout retirement or 6% more than the previous year’s estimate.

While pension plans are far more prevalent among non-profits compared with for-profit employers, they’re still only available to a minority of non-profit staff. 

The industry standard of 3% is finally being challenged

Pensions are not entirely a thing of the past, but few employees in the for-profit private sector have access to a defined benefit plan, relying instead on defined...

The integration pairs a “fully customizable robo-adviser and account opening platform” with an “industry-leading CRM,” according to the firms. 

All lawsuits accuse major universities of not using their bargaining power to get lower fees for recordkeeping and investments.

Advisers can help small employers minimize investment fiduciary risk through LPL's 3(38) Small Market Solution service.

In a complex but informative ruling, a federal judge describes why many aspects of an ERISA complaint leveled against Allianz Asset Management should be allowed to proceed to...