LIMRA Secure Retirement Institute data shows single retirees feel less confident than married retirees; many say they want more professional financial advice.
According to Mercer, developing a “journey plan” that outlines the strategic policy choices to move a plan to its ultimate destination is a step many plan sponsors have...
Attorneys warn the “other shoe has dropped” in the SEC’s special Share Class Disclosure Initiative—and RIAs that did not self-report potential 12b-1 fee disclosure violations are now being...
In addition, two-thirds of those surveyed by the Transamerica Center for Retirement Studies say their most recent employers did “nothing” to help pre-retirees transition into retirement.
The appellate panel concluded that disputes of material fact exist as to the timing of the plaintiff’s actual knowledge of the alleged fiduciary breach, precluding summary judgment for...
As cases against MetLife, Pepsi and American Airlines have been filed, Groom Law Group questions whether these cases may present a new area of potential legal exposure.
SEC examiners are concerned that the way mobile and personally owned communications devices are used by advisers pose challenges in their meeting obligations under the Books and Records...
The program, described to "optimize wellbeing," launches at a time when employers are looking for more financial wellness platforms that better suit the needs of their employees.
The decision breaks from other cases in which district and appellate judges have found plaintiffs did not meet strict pleading standards established by the influential Dudenhoeffer decision.
DC plans are well positioned to significantly add to American’s financial security by adopting retirement income solutions that are currently available in the market today.
According to Cerulli research, the various parties involved in the implementation of an in-plan retirement income solution are often not on the same page about basic terminology and...
Omar Aguilar and Brett Wander agree that global growth is likely to slow some in 2019 and that volatility will persist as liquidity decreases, but they contest the...
According to Willis Towers Watson, just over 80% of organizations acknowledge the importance of their older workers and managing the retirement process; however, only about half believe they...