Search results for: the blank effect

Lincoln Financial Group’s Retirement Plan Services business enhanced its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program.

Many small business owners in the U.S. have trouble focusing on their own retirement preparedness, despite generally high levels of personal wealth and financial savviness.

Rebounding from the economic downturn of 2008/2009, retirement plan participants and plan sponsors are renewing their focus on their retirement benefits.

The Social Security Administration has declared this week “National my Social Security Week.”

Sponsors of terminated defined contribution (DC) plans can use new guidance from the Department of Labor (DOL) to satisfy the regulator’s expectations for finding and paying missing participants.

A new report from the U.S. Congress’ Joint Committee on Taxation offers a glimpse into the federal government’s perception of the tax benefits associated with retirement planning.

The lack of key considerations, such as the effect of future contributions to retirement plans, leads some research to paint an inaccurate picture of Gen X’s retirement readiness.

Fidelity Investments has agreed to a settlement of two lawsuits charging it with subjecting its own 401(k) plan participants to high investment fees.

A federal court has found a wealth accumulation plan (WAP) offered to executives of RBC Capital Markets Corporation is a “pension plan” under the Employee Retirement Income Security...

The complexity of Social Security benefit formulas and insecurity about the program’s solvency make it difficult for individuals to factor it into their retirement income planning.

While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.

The Social Security Board of Trustees reports the combined asset reserves of the Old-Age and Survivors Insurance, and Disability Insurance (OASDI) Trust Funds are projected to become depleted...

Prudential Fixed Income expanded its emerging markets team with the hiring of Matthew C. Duda.

Retirement plan sponsors and advisers should become familiar with laws covering employees who have served, or are serving, in the military to ensure compliance with plan administration rules,...

About 30 investment firms and other parties responded to the Securities and Exchange Commission’s latest call for comments about a still-pending 2010 proposal to strengthen target-date fund disclosures.

Defined contribution retirement plan sponsors in the health care industry are becoming more proactive in their efforts to help employees adequately prepare for retirement.

Employees who improve their financial knowledge have a better chance of improving the investment returns on their retirement accounts, a paper published by the National Bureau of Economic...

The U.S. Department of the Treasury issued final rules regarding longevity annuities—aimed at bringing more flexibility to retirement savers using the fixed-income vehicles as a longevity hedge.

The U.S. Supreme Court this week ruled employee stock ownership plan (ESOP) fiduciaries are not entitled to a presumption of prudence for keeping company stock in the plans,...