Defined Benefit Plans

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The Oh Sh*t Moments Of Retirement Planning

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Preparation for life events is underrated. And uncommon.

Challenging Modern Portfolio Theory

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“A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of...

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

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Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

U.S. Pensions Face Demands To Exit Hard-To-Unwind Russia Assets

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Unwinding such assets is complex and could mean losses as they are trading at deep discounts.

Cryptos For Retirement Plans

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This advisor helped a client use digital currencies to further his retirement goals.

Calpers Names Nicole Musicco As New CIO

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She becomes the second woman ever to run investments at the largest U.S. public pension fund.

Goals-Based Retirement Withdrawals Are All The Rage

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PIMCO is among the companies implementing strategies for decumulation and income in retirement.

Stomach-Churning Stock Swings Draw Red Line Under The 'Big' In Big Tech

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The unprecedented slide in shares of Facebook's parent is hitting low-cost index funds, ETFs and 401(k) favorites.

Non-Covered Pensions Exceeded Return Targets In 2021, Report Says

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Pensions for public employees not enrolled in Social Security benefited from last year's U.S. economic rebound.

DOL Warns Firms About Conflicts Lurking In Payout Grids

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The department says the grids might push advisors to recommend more expensive products.

Goldman Sachs Says Young U.S. Workers Are Plotting Early Retirements

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A quarter of Gen Zers want to retire before age 55, said a Goldman Sachs Asset Management survey.

Nonprofit Warns Governors About BlackRock Retirement Funds' Chinese Investments

by FA Staff

A watchdog also said that BlackRock's continued investment in China violates some of its ESG claims.

Pension Funds' Silver Lining Has A Touch of Gray

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Plans are flush again after a big rally in stocks, making it likely that long overdue reforms will be put off yet again.

Investing For Income Doesn't Mean What It Used To, Advisor Panel Says

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Plummeting Treasury yields require a rethinking of retirement income and withdrawal strategies, a panel of experts said.

Ed Slott Urges Advisors To Act Before Tax Hammer Strikes

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It's better to plan now in case recently unveiled tax proposals become law before year's end, the consultant said.

DOL Wins $42M Judgment Against Lawyer Who Scammed Benefit Plans

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Attorney John Koresko defrauded employee benefit plans over a period of 18 years.

The 'Prudent Person' Should Include Alternatives In Target Date Funds

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Alternative assets can strengthen and diversify a retirement portfolio.

Main Street Financial Launches $40M Unit For Law Enforcement

by FA Staff

Thin Blue Line specializes in retirement planning services for active duty and retired law enforcement officers.

Empower To Buy Prudential's $3.55B Retirement Plan Business

by FA Staff

The acquisition will boost Empower Retirement's participant base to 16.6 million.

Biden's Pension Rescue Seen As Bigger Help For Corporate Bonds

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Rules were issued Friday that will allow severely underfunded multiemployer plans to apply for bailout money.

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