Retirement Planning

Displaying 7953 results
A fiduciary checklist for 401(k) sponsors is 79 items long
RETIREMENT PLANNING AUG 05, 2021
A fiduciary checklist for 401(k) sponsors is 79 items long

The list will help employers avoid lawsuits related to their retirement plans, according to the group that built it.

By Emile Hallez
Workers save for retirement despite pandemic challenges
RETIREMENT PLANNING AUG 05, 2021
Workers save for retirement despite pandemic challenges

Americans experienced a wide range of financial consequences during the pandemic. A new survey analyzes the financial impact of the pandemic on different generations

By Mary Beth Franklin
New DC aggregator appeals to independent RPAs
RETIREMENT PLANNING AUG 04, 2021
New DC aggregator appeals to independent RPAs

More RPAs are choosing to sell, in part to get referrals, especially if they are part of a benefits firm. But being part of a larger firm as an employee is not appealing to all.

By Fred Barstein
OneDigital and Ascensus offering managed-account, financial wellness package
RETIREMENT PLANNING AUG 04, 2021
OneDigital and Ascensus offering managed-account, financial wellness package

The insurance broker and the record keeper team up to create a product for small retirement plans.

By InvestmentNews
Debt weighs heavily on retirement security, happiness
RETIREMENT PLANNING AUG 03, 2021
Debt weighs heavily on retirement security, happiness

Being in debt can be the difference between scraping by and struggling, and people recognize the relationship between finances and health, surveys show.

By Emile Hallez
Texas pension fraud case highlights cybersecurity risks
RETIREMENT PLANNING AUG 02, 2021
Texas pension fraud case highlights cybersecurity risks

A man was sentenced for helping steal nearly $1 million from participants in the Employees Retirement System of Texas, a development that occurs as the DOL is ramping up efforts to boost cybersecurity in retirement plans.

By Emile Hallez
Democrats press Labor Department for update on ESG rules
RETIREMENT PLANNING JUL 30, 2021
Democrats press Labor Department for update on ESG rules

In a letter to Labor Secretary Marty Walsh, Democrats asked for an update on the DOL’s rule proposals on ESG criteria. Last year, the Trump administration DOL finalized two rules that tamped down on use of so-called nonpecuniary factors in investment selection.

By Emile Hallez
House bill would simplify approval of registered index-linked annuities
RETIREMENT PLANNING JUL 30, 2021
House bill would simplify approval of registered index-linked annuities

A new SEC registration form tailored to the products would support innovation, the Insured Retirement Institute argues.

By InvestmentNews
Biden's nominee to head EBSA reflects aggressive rulemaking agenda
RETIREMENT PLANNING JUL 29, 2021
Biden's nominee to head EBSA reflects aggressive rulemaking agenda

Lisa Gomez's career is rooted in ERISA, and her keen understanding of the law would help the DOL as it seeks to implement new rules, lawyers said.

By Emile Hallez
Empower Retirement sues Empower Geographics over web domain
RETIREMENT PLANNING JUL 29, 2021
Empower Retirement sues Empower Geographics over web domain

The rights to the use of the empower.com domain are at the heart of the suit, which was filed in federal court in Illinois.

By InvestmentNews
457(b)s: The solution to bad K-12 403(b) plans?
OPINION JUL 29, 2021
457(b)s: The solution to bad K-12 403(b) plans?

Teachers are eligible for a second supplemental plan. It’s called the 457(b), and it has several key advantages over the 403(b).

By Dan Otter
What Empower’s purchase of Pru retirement business means for advisers
RETIREMENT PLANNING JUL 28, 2021
What Empower’s purchase of Pru retirement business means for advisers

Empower has distanced itself from its other competitors; the only one that matters is Fidelity, which is bigger and more profitable because of its ability to cross-sell wealth management services to participants as well as offer proprietary products.

By Fred Barstein
Congress urged to act on numerous retirement system changes
RETIREMENT PLANNING JUL 28, 2021
Congress urged to act on numerous retirement system changes

In a hearing before the Senate Finance Committee, witnesses urged lawmakers to include changes such as mandatory coverage, student loan provisions and emergency savings in whatever legislative package materializes, such as the SECURE 2.0 bills in the House and Senate.

By Emile Hallez
Pension funds talk green but hold billions in polluter stocks
RETIREMENT PLANNING JUL 28, 2021
Pension funds talk green but hold billions in polluter stocks

The 10 largest public pension funds devote about 9% of their combined equity holdings to 20 high-carbon emitting companies, according to Bloomberg Intelligence.

By Bloomberg
Britney Spears' struggle for independence puts a spotlight on conservatorships
RETIREMENT PLANNING JUL 28, 2021
Britney Spears' struggle for independence puts a spotlight on conservatorships

The pop superstar's plea to end her 13-year conservatorship raises questions around its validity and prompts experts to rethink the whole system.

By Nicole Casperson
Hub names chief investment officer
RETIREMENT PLANNING JUL 28, 2021
Hub names chief investment officer

Brian Collins joins from Harbor Capital Advisors, a Chicago-based investment manager for Harbor Funds and pooled investment vehicles.

By InvestmentNews
Coalition calls for retirement security task force
RETIREMENT PLANNING JUL 28, 2021
Coalition calls for retirement security task force

Key retirement industry groups urge President Biden to put in place a coordinated federal approach to the crisis.

By Mary Beth Franklin
Annuity sales surge 39% in second quarter
RETIREMENT PLANNING JUL 27, 2021
Annuity sales surge 39% in second quarter

Variable annuity sales jump 55% to $32.8 billion in Q2, marking the highest quarterly sales in that category in nearly six years, according to the Secure Retirement Institute.

By InvestmentNews
Aon, Willis cancel $30 billion deal amid DOJ impasse
RETIREMENT PLANNING JUL 26, 2021
Aon, Willis cancel $30 billion deal amid DOJ impasse

The insurance brokerage, which couldn't convince the U.S. that the combination wouldn't restrain competition, will pay a $1 billion termination fee to Willis Towers.

By Bloomberg
Senate Democrats introduce bill providing 401(k), IRA match
RETIREMENT PLANNING JUL 26, 2021
Senate Democrats introduce bill providing 401(k), IRA match

The existing nonrefundable saver's credit would become a $1,000-a-year matching contribution from the government.

By InvestmentNews