The report from Mercer suggests designing smart systems to help ensure adequate savings given the many things competing for an individual’s paycheck and the lure of the immediate...
The lawsuit says Waddell & Reed forced its own 401(k) plan participants to choose among an investment lineup almost exclusively made up of funds managed by the company...
Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future.
In a world of heightened fee pressure and low long-term returns, asset managers are redesigning widely used TDFs and some are turning to strategic beta.
The Supreme Court, in its decision about the definition of church plan, left out two key issues in the lawsuits, which it said were not issues before it.
Three long-time ERISA attorneys all agreed that there is just about as much retirement-focused litigation ongoing today as they have ever seen at any point in their careers.