News & Analysis More »
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Generation X struggles more financially
Generation X employees struggle the most financially and are more likely to dip into their retirement savings than the Baby...
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Mercer US Pension Index rose slightly in May
It is slightly cheaper for pension plans to retain the liabilities associated with their plan than to purchase annuities for...
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Quinn, Ill. lawmakers plan pension talks into July
Unable to overcome a stalemate on the state's $97 billion pension crisis, Illinois Gov. Pat Quinn and legislative leaders have...
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401(k) expenses fell last year
401(k) participants investing in mutual funds tend to hold lower-cost funds, according to the ICI.
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Congress urges DOL to consider minorities in fiduciary definition
Congress is worried that any change to the definition of who is a fiduciary will limit the access minority groups...
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Blogs More »
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A new lesson in municipal bond credit analysis
Municipal issuers have far lower federal disclosure requirements for secondary-market bonds.
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Do 401(k) plan sponsors give employees too much rope?
A self-directed brokerage option is the ultimate freedom for 401(k) investors, but is this decision...
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Investing in major league sports
It might be a dream, but investing in a favorite team is not always a...
Defined Contribution
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Generation X struggles more financially
Generation X employees struggle the most financially and are more likely to dip into their retirement savings than the Baby Boomers or Millennials.
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Quinn, Ill. lawmakers plan pension talks into July
Unable to overcome a stalemate on the state's $97 billion pension crisis, Illinois Gov. Pat Quinn and legislative leaders have agreed to form a bipartisan...
Legal
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Congress urges DOL to consider minorities in fiduciary definition
Congress is worried that any change to the definition of who is a fiduciary will limit the access minority groups have to investment advice.
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SEC: Ex-Regions Morgan Keegan directors violated securities laws
The Securities and Exchange Commission has issued a cease and desist order against eight former directors of five Regions Morgan Keegan.
Strategies
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Generation X struggles more financially
Generation X employees struggle the most financially and are more likely to dip into their retirement savings than the Baby Boomers or Millennials.
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A new lesson in municipal bond credit analysis
Municipal issuers have far lower federal disclosure requirements for secondary-market bonds.
Investment Instruments
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401(k) expenses fell last year
401(k) participants investing in mutual funds tend to hold lower-cost funds, according to the ICI.
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Women more emotional about retirement planning
As many financial advisors have found out over the years, women think differently than men when it comes to money and retirement.
Defined Benefits
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Mercer US Pension Index rose slightly in May
It is slightly cheaper for pension plans to retain the liabilities associated with their plan than to purchase annuities for retirees in a buyout of...
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Overhaul of TDFs in the works
Target-date funds have been a boon to the investment industry, but some big changes could be on the way.
Trends
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A new lesson in municipal bond credit analysis
Municipal issuers have far lower federal disclosure requirements for secondary-market bonds.
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More employers outsourcing pension administration
More employers are outsourcing the administration of their pension plans, and they are overwhelmingly happy with the job being done by their service provider.












