A Cerulli Associates report explains how different alternative investments can help a derisking defined benefit (DB) plan with liability hedging as well as risk-seeking. During the past decade, growth ...
Plan12d
Top recordkeeper financial wellness programs provide tools that offer data visualizations, calls to action, dynamic modeling and follow-up options, according to Corporate Insight. Recordkeepers ...
Plan2mon
The Employee Benefit Research Institute (EBRI) has just released an EBRI Issue Brief “Spending Patterns of Older Households,” presenting “a cross-sectional analysis of spending patterns for different ...
Plan1mon
A report from NARPP shows participant engagement with retirement plan providers is declining and reveals what participants say could improve their trust in providers. The National Association of ...
Plan25d
A professor at the UCLA Anderson School of Management discussed biases that must be considered when helping people make retirement income decisions. Say the word “annuity” and many people turn up ...
Plan1mon
Principal says, with the acquisition, it will gain a strong foothold with mid-sized employers as more than two-thirds of Wells Fargo’s institutional retirement assets are in plans ranging from $10 ...
Plan2mon
A federal court judge cited a 5th U.S. Circuit Court of Appeals decision in Chaplin v. NationsCredit Corp. that concluded, “Although the release does not specifically mention ERISA, it need not do so, ...
Plan18d
H.R. 1439, known as the Increasing Access to a Secure Retirement Act, would establish a stronger Employee Retirement Income Security Act (ERISA) safe harbor for defined contribution (DC) plan sponsors ...
Plan3mon
WEX Health President Jeff Young says he hopes “to see employers, providers, brokers and advisers dedicate October 15 to encouraging consumers or employees to ask as many questions as possible [about ...
Plan1mon
A survey which examined people’s opinions about health topics and preferences, offers insights to help improve employer-sponsored well-being or disease-management programs. More than two-thirds of ...
Plan16d
Fidelity is accused of charging an illegal and undisclosed pay-to-play fee that Fidelity extracts from investment companies that wish to ensure their products are marketed and sold through Fidelity. ...
Plan2mon
Research from Morningstar finds most investors, across ages and genders, have clear preferences for environmental, social and governance (ESG) investment products, but another study suggests education ...
Plan1mon