Displaying 38 results
UAW wants pensions back. Automakers really don’t
Most companies don't offer pensions, and many that once did are transferring the liabilities to insurance companies.
Employers racing to offload pensions to insurers
The trend is a boon for the insurance business, but there are questions about protections for retirees and workers.
Bill restricting ESG passes in North Carolina
The measure, which could survive the governor's veto, would still allow ESG factors that are 'pecuniary.'
Anti-ESG measures are everywhere, but some are floundering in GOP states
Fiduciaries are citing the high costs of legislation restricting the use of ESG, and some state leaders are listening.
ESG opponent Strive gets warm welcome from some state pensions
Co-founder Vivek Ramaswamy, who recently stepped down to campaign for president, has said he wants to take politics out of investing.
Pension funds fixate on climate change
A survey of pension fund managers responsible for nearly $2 trillion worth of assets shows asset allocation decisions are being driven by a focus on climate change and a search for yield.
If rates stay low, expect retirement security to take a hit
Some of the factors that have led to the current low-interest-rate environment could remain in play for years, according to an analysis of existing research recently published by the Society of Actuaries.
INmail: Increase in grandson’s dependent benefit should be automatic
The grandson is entitled to dependent benefits until he turns 18 or 19 if he is still in high school.
New York State fines pension risk transfer insurer $45 million
The regulator says Athene Holding Ltd. sold insurance in the state without a license
Factors to consider before taking a pension buyout
Deciding whether a pension buyout suits your client entails careful assessment of several factors. We’ll walk you through each in this guide
Factors to consider before taking a pension buyout
It's a challenging calculation that involves several unknown variables.
Pension plans take lead on finding missing participants
The Labor Department's more aggressive stance has made the tasks of finding missing retirement plan participants more demanding.
Lump sum or monthly pension? How I made my decision
The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.
Pension advance companies rip off retirees, GAO report says
They offer a lump sum in exchange for pension income and engage in other questionable practices.
Pension rule can mean big Social Security cut
Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.
Adviser in DOL probe denies charges he stole funds
An attorney for Matthew Hutcheson, a well-known fiduciary advocate who is being investigated by the Labor Department for alleged abuses in handling his clients' retirement funds, is asserting that his client has done nothing wrong and that the money is safe
Small biz retirement plan would OK asset pools
Small businesses that find it too expensive and administratively burdensome to offer employees a retirement plan could find…
How Mesirow used worker incentives to promote wellness
When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.
DOL: IRA advice will be included in new proposal
A fervent outcry from a wide range of financial industry groups and bipartisan lawmakers helped persuade the Labor Department to withdraw a proposed rule to expand the definition of “fiduciary” for advisers to retirement plans
With benefits, size matters
Employee benefits are an important factor in an advisory firm's annual expenses and set the tone for its ability to attract and retain prime hires.
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