Browsing Tag
Retirement
2319 posts
DOL to Act on Credit Rating Use in 401k Fiduciary Decisions
Should credit ratings be used by fiduciaries when making investment decisions for retirement plans? As a result of…
A Target-Date Fund Recommendation to Congress
On May 6, 2021 Senator Patty Murray, D-Wash., Chair of the Health, Education, Labor, and Pensions (HELP) Committee,…
401k Assets Totaled $6.9 Trillion in First Quarter
Retirement account balances continued their post-pandemic recovery in the first quarter, up 1.8% from December, and totaled $35.4…
‘Lay Fiduciaries’ Are Managing Retirement Plans and It’s a Problem
There are 17.5 million men and women, including “lay fiduciaries”, who bear the legal responsibility for managing the…
Episode 5: Using 401ks to Help Frontline Workers
This week, we’re joined by Syed Nishat, a Partner at Wall Street Alliance Group, which has a strong…
Why the Time Is Right for Plan Sponsors to Revisit Stable Value
Tony Luna was happy to elaborate when asked about stable value strategies currently when compared with where they…
New Research on Attitudes, Behaviors of Women in the Retirement Industry
Connections do in fact yield new opportunities, demonstrated by the finding that networking helped one in three female…
Vast Majority of Americans Believe Retirement Security is a Problem
A new report from policy and advocacy organization Economic Innovation Group (EIG) surveyed American voters and found that…
Department of Labor to Change Definition of Fiduciary
According to a proposed rule submitted to the Office of Management and Budget, the Department of Labor is…
Post-COVID, Retirees Feel Optimistic, Have a Sense of Purpose
After a tumultuous year upended the lives of countless Americans, a new study finds that the pandemic experience…