Nearly a third of women said they had primary responsibility for household saving and investing decisions, but only 5% of men agreed
Consumers are interested in guaranteed income products, but not when they're called annuities
There's considerable overlap in the types of defined-contribution plans the two companies serve, particularly in the Taft-Hartley, government and nonprofit areas
More than a dozen college-savings plans now include at least one investment option following environment, social and governance criteria
Already facing greater retirement-security challenges, women said the crisis has put them farther behind, according to a recent survey
Very few plans include investments that use PE, and guidance this week from the Labor Department might not change that.
Most advisers expect tax rates to go up, but opinions vary on how and when to plan for it
Sixty-one percent said they anticipate financial difficulties in the coming months
The product is designed to be fully liquid and includes contracts from two insurers
A new paper that examines costs of multiple-employer plans sponsored by benefits outsourcing firms found that such plans can be expensive