News Archives | Page 276 of 1287

Compliance

October 23rd, 2018

Court Finds Retirement Assets Divided in Divorce Not Protected in Bankruptcy

During a couple’s divorce proceedings, a property settlement awarded the ex-husband half of the ex-wife’s 401(k) balance and the entire amount in her individual retirement account (IRA), but...

The Markets

October 23rd, 2018

DCIO Providers Under Increasing Sales Pressure

Leading distributors are consolidating assets, and new groups are growing in influence.

Compliance

October 23rd, 2018

Neuroscience Center Pension Plan Fiduciary Settles ERISA Dispute

Under DOL scrutiny, the Illinois-based employer has agreed to restore nearly $420,000 to its defined benefit pension plan.

Client Service

October 23rd, 2018

SOA Mortality Scale Shows Lowered Pension Plan Obligations

The report also found a decline in future rates of mortality improvement.

Data & Research

October 23rd, 2018

Millennials the Most Motivated to Develop a Financial Plan

Twenty-nine percent say financial planning makes them feel “excited and inspired,” a survey by Northwestern Mutual found.

Client Service

October 23rd, 2018

Who Is Responsible for Retirement Security?

National Retirement Security Week, from October 21 through 27, highlights the complementary roles of governments, employers and individuals in creating better retirement security for everyone in the U.S.

Data & Research

October 23rd, 2018

Picturing Life in Retirement Boosts Savings

When asked to think about their life in their 60s, 70s and 80s, people said retirement savings should be increased by 31%, Capital Group found in a survey.

The Markets

October 22nd, 2018

Advisers See Increased Interest in SRI

Seventy-nine percent are incorporating socially responsible investing into their practices, according to an Eaton Vance survey.

Compliance

October 22nd, 2018

Disclosure Changes Coming for DB Plan Clients

Amendments in the update are effective for fiscal years ending after December 15, 2020, for public business entities and for fiscal years ending after December 15, 2021, for...

Data & Research

October 22nd, 2018

Guaranteed Income, Shoring Up Social Security Suggestions for Improving U.S. Retirement System

This year, the U.S. scored a 58.8 overall in the Melbourne Mercer Global Pension Index, up from 57.8 in 2017.says the slight increase in the U.S.’s score was...

In Practice

October 22nd, 2018

Advisers Optimistic About Future Prospects

They are also offering a broader range of products, a survey by LIMRA and EY found.

Compliance

October 22nd, 2018

DOL Seeks to Expand Access to MEPs and ‘Association Retirement Plans’

These plans allow small businesses to join together to offer defined contribution retirement savings benefits.

The Markets

October 22nd, 2018

Institutional Investors Seek ESG Opportunities via Fixed-Income Vehicles

BlueBay Asset Management's My-Linh Ngo offers a crash course in ESG fixed income.

Products

October 19th, 2018

Providers Rally Support Resources for Retirement Security Week

TIAA is helping its plan sponsor clients create their own National Retirement Security Week campaigns with ready-to-use content, while Mutual of America is conducting on-site group presentations.

Compliance

October 19th, 2018

Another District Court Decision for Dignity Health Church Plan Lawsuit

The interim decision is a mixed bag that falls more in favor of the plaintiffs, but it by no means concludes the litigation—not least because plaintiffs have already...

Deals & People

October 19th, 2018

Retirement Industry People Moves

Bernstein Adds Industry Executive to Philadelphia Region; T. Rowe Appoints CIO to Head of Investment Strategy; The Hilb Group Acquires Actuarial Consulting Firm; and more.

Client Service

October 19th, 2018

Millennial Educators Want Adviser Help With Retirement Savings

Debt is getting in the way of saving for retirement, and many want help with investing, preferring to work with an adviser in person, a survey found.

Compliance

October 19th, 2018

DOL, SEC Both Have Fiduciary Conduct Standards Slated for Next Year

The DOL said it is considering regulatory options in light of a 5th Circuit opinion vacating its previous fiduciary rule, and has on its timeline that a final...

Products

October 18th, 2018

Merrill Lynch Personalizes Education, Mobile Apps for Participants

The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance.

Compliance

October 18th, 2018

SEC Commissioner Stein Pushes for Investor Education

While the Securities and Exchange Commission is firmly controlled by Republican-appointed members, the last Obama-era commissioner says she hopes to find room for compromise to address the pressing...