Data Points PLANADVISER July/August 2021

Set It and Forget It?

TDFs attract increased scrutiny.

Reported by

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Compliance

March 6th, 2025

Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement...

The Markets

February 13th, 2025

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.

Compliance

January 17th, 2025

The regulator determined that the firm failed to provide accurate details regarding the capital gains and tax consequences associated with...

Trends PLANADVISER July/August 2021

How to Live Well in Retirement

Advisers should heed near-retirees’ post-pandemic values and goals.

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Products

February 5th, 2025

The CDH product suite is being offered through a partnership with Alegeus Technologies LLC.

November 8th, 2024

With 2025 FSA contribution limits set at $3,300, the IRS reminded taxpayers to leverage flexible spending arrangements.

Data & Research

July 31st, 2024

Health status, location and age at retirement all affect how much a retiree can expect to spend on health care...