News

There are some informative discrepancies between current workers' expectations for retirement and the circumstances actually experienced by people leaving the U.S. workforce, EBRI says.

Extreme equity investing in DC retirement plans has declined.

Department of Labor advisory opinions make it challenging to include environmental, social or governance (ESG) investing themes in a tax-advantaged retirement plan, but some investment managers want to...

They’re investors who may not know much about investing—or even how their company’s retirement plan works. What are some of the most unusual statements from participants?

A study concludes that retirement plan loan policy is economically meaningful in shaping participant borrowing.

Tonya B. Manning joined Buck Consultants at Xerox as chief actuary, a role that involves shaping and improving the firm's understanding of current market trends.

Charles P. Nelson will spearhead tax-exempt and corporate markets and wealth management at Voya in his new role as retirement chief executive.

MillenniuM Investment and Retirement Advisors has teamed with TriCore to offer an integrated, open-architecture qualified plan program.

Budgeting – it may be the first step to improved retirement savings.

Retirement plan providers have been testing behavioral science themes with retirement plan participants, and positive investing outcomes are clearly emerging from the effort.

Deferred income annuities can help reduce the overall cost of retirement, according to a research paper from Northwestern Mutual and a team of academic experts.

District Court rejects retirement plan representative's “honest mistake” in Paul v. Detroit Edison.

Federal government rulemaking seldom moves quickly, and in the case of the DOL fiduciary rule, observers warn the final impact of the consumer protection regulation remains anyone’s guess.

Plan fiduciaries need a complete grasp of the vulnerabilities of their target-date strategies, and sources recommend tools and a documented process.

More companies are adding or considering financial wellness programs for their participants, according to Bank of America Merrill Lynch's Workplace Benefits Report.

Marketing leaders are excelling in their ability to plan effectively, instill their firm story and apply a disciplined referral process.

Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.

A set of consumer-facing tools and a white paper from HealthView Services aim to help people incorporate health care costs into retirement planning.

With so much industry attention fixed on the DOL’s proposed fiduciary rule language, plan sponsor clients will undoubtedly be asking, “What does it mean for us and our...

Poor retirement outcomes may result from a lack of financial know-how, Guardian finds in a new study.