Retirement benefits

A $15 billion asset increase, paired with a $14 billion liability decrease, reduces the Milliman 100 PFI pension funded status deficit to $285 billion.

Study Reveals Financial Industry Not Meeting Women’s Needs. Three-fourths feel they earn better returns teaming with financial professional.

Fewer than half of Generation X and Generation Y investors have made saving for retirement their top priority and a majority have little understanding of financial products and services, according to LIMRA research.

Social Security savings of $1.6 billion among reductions projected for 2014 and beyond

LIMRA research reveals that the majority of Generation X and Y consumers have little understanding of financial products and services and less than half make saving for retirement their top priority. Their situation improves, however, with the help of financial adivisers.

Non-qualified deferred compensations have been around even before the passage of ERISA in 1974.

An investment adviser will pay more than $120,000 to resolve U.S. regulatory claims that he lied to the California Public Employees’ Retirement System and other clients.

Left unchecked, Republicans say, Obama’s “entitlement society” will bankrupt the nation. “’Entitlement used to be a fairly positive thing,” says one historian. Until ACA, that is, and other more recent events.

So last week, the President’s budget was released, and in it were the expected restrictions and limitations on qualified retirement plan benefits.

It’s tempting to focus entirely on portfolio yield, duration, and quality when evaluating and recommending a Stable Value fund. But one feature is even more important.

How to correct plan problems that surface after you get them in house.

With two daughters in college, The Principal Financial's Aaron Friedman has come to appreciate that the three “R’s” continue into higher education. The traditional readin’, ‘rightin’, and ‘rithmatic, carry forward, but he's realized lately that a fourth “R” applies — an evolution with private higher ed in “R”etirement planning.

Benefit industry backlash awaits today's presentation of President Obama's proposal to limit IRA and DC plan accumulations.

Robert C. Lawton offers participant age guidelines to aid this decision.

A series of ground-breaking educational events in major markets providing financial professionals with strategies to capitalize on opportunities in the multi-billion dollar micro- to small-plan retirement market.

So I came across this article in Wired’s Good Design is Good Business that says: “A mix of factors, ranging from commoditization to evaporating barriers to competition, are conspiring to push design to the fore of business thinking”

The Pension Benefit Guaranty Corporation announced a new proposal that will reverse its 2009 proposal and thereby reform and reduce reporting requirements for more than 90% of companies and pension plans.

As HR/Payroll outsourcers look to continue to attract more and in some cases smaller businesses to their outsourced model they increasingly look to build data integration with third party systems to gain efficiencies and drive down costs. Thus the intersection between Human Resource/ Payroll software and retirement services recordkeeping software (plan administration) is heating up.

Americans continue to hold their purse strings tight and favor cautious choices with their money, according to research from Northwestern Mutual.

The U.S. Government Accountability Office released a report Wednesday saying that employees switching jobs often receive guidance by 401(k) companies to roll their accounts into an IRA, even when that might not be the best course of action. But what does this mean for advisers?