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Mass. Regulator Argues for Better Disclosures of Match Changes
In a report sent to Congress and the Department of Labor, the Massachusetts Securities Division (MSD) is asking for improved disclosures to retirement plan participants of company match...
Morningstar Acquires HelloWallet
Investment research firm Morningstar, Inc. has entered into an agreement to acquire online financial wellness provider HelloWallet Holding, Inc.
Going Broke in Retirement Is Top Fear for Americans
A pervasive fear of running out of money in retirement is not causing Americans to spend less today, according to Bank of America Merrill Lynch.
Employers Recognizing Need for Financial Education
More employers are recognizing employees need financial education programs to help them deal with financial challenges.
Frequent Participant Trading Elicits Fund Provider Response
Frequent trading by some 401(k) participants is eliciting a response from fund providers such as Vanguard and T. Rowe Price.
Best Practices for Handling Uncashed Checks
Some plan sponsors are unsure about best practices for handling uncashed retirement plan benefit checks, but a new paper aims to help.
Hispanic Chamber Finds Negative Impact of Fiduciary Redefinition
The expansion of the fiduciary definition proposed by the Department of Labor (DOL) could potentially impede the ability of small businesses to offer employees retirement plans, says a...
7 Steps for Social Media Engagement
The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.
RCH Introduces Missing Participant Search Service
Retirement Clearinghouse LLC (RCH) introduced an Internet-enhanced, comprehensive search service to locate missing retirement plan participants.
DIY Retirement Plan Investors Not Acting Optimally
Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.
Economy Affected Retirement Security for Women
Many women are still facing financial challenges due to the economy, which are impairing their retirement readiness and outlook.
Nurses’ Retirement Savings Need Urgent Care
While nurses spend their lives taking care of others, they often fall behind in taking care of their own financial future, a Fidelity Investments study suggests.
Invesco Increases Collective Trust Funds for DC Plans
Invesco National Trust Company (INTC) will now offer an additional 15 collective trust funds (CTFs).
ING to Settle Revenue-Sharing Suit
Without admitting any wrongdoing, ING Life Insurance and Annuity Co. has agreed to settle a lawsuit claiming it violated prohibited transaction rules of the Employee Retirement Income Security...
Proposed Protections for DC to DB Rollovers
The Pension Benefit Guaranty Corporation (PBGC) recently proposed rules about the treatment of rollovers from defined contribution (DC) plans to defined benefit plans (DB).
What 401(k)s Can Learn from 403(b)s
Passage of 403(b) regulations in 2007 led 403(b) plans to adopt similar requirements and administration practices to those of 401(k)s.
Workers Need Planning Help Through Retirement
The Insured Retirement Institute (IRI) released a new report showing Baby Boomers’ confidence in their plans for retirement continues to decline.
Skill Matters in Active vs. Passive Debate
A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.
Overlay Strategy Keeps DB Investments on Target
Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.
PRT Window of Opportunity Is Open
Defined benefit plan sponsors have a window of opportunity to take action on pension risk.