Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum
High-income surcharges apply regardless of how clients receive Medicare coverage
Investments are at the heart of defined-contribution plans, giving CIOs a crucial role in helping workers prepare for retirement
The similar cases, against Allstate and Northern Trust, were also brought by the same law firms
The voluntary nature of defined-contribution plans creates room for some common psychological blind spots to get in the way of saving
Plan fiduciaries could have to prove that nonfinancial factors of ESG funds are in the best interest of workers, one lawyer said
With demand from investors growing, plan sponsors focus on their fiduciary duty
There is a different rule for people who claim Social Security benefits before full retirement age.
There’s a lot in the bill for pre-retirees, company sponsors and retirees, but the changes proposed for retirees jumped out at me
Agency takes the term 'ESG' out of the text, but opponents say the regulation's chill factor remains
A new administration could mean estate tax changes happen sooner than expected
COVID-19 could lead more workers to take money out of retirement accounts, according to a survey from Edelman Financial Engines
The measure would build on the SECURE Act, but its legislative path is uncertain
More than $3 billion was returned in fiscal 2020 through investigations, voluntary corrections and other programs, according to the agency
The worsening outlook will likely trigger 401(k), Social Security reform
Peter Zaffino, currently the company's president, will succeed current CEO Brian Duperreault March 1
Plan sponsors want the services for their participants, but wellness has done little to help people improve their financial lives
59% of those surveyed by Allianz believe rising costs will prevent them from enjoying life in retirement
Someone who has been collecting Social Security for more than a year can't stop her benefits now, but she might be able to in the future.
About 90% of a group of 2,000 MassMutual workers have been informed that they will receive job offers, according to the companies
