Total fund-level institutional investment management fees were mostly unchanged in 2016 compared to historical observations, new research suggests, running counter to the common narrative describing widespread fee compression across the industry.Callan’s seventh installment of its Investment... READ MORE

While much of our focus on the current House and Senate tax bills has been on the retirement-related provisions, there are a number of provisions worth noting that would alter the existing tax treatment of executive compensation and various other compensation and benefit provisions.As we reported,... READ MORE

Several years ago, the Department of Labor engaged in a major regulatory effort to improve retirement plan fee disclosures, but new research suggests that many workers are not reading their plan disclosures and are unfamiliar with the fees being charged for managing their funds.The report by the... READ MORE

Following light trading the previous month, October saw a moderate increase in trading among DC plan investors, according to the Alight Solutions 401(k) Index.“Trading activity remained light in October, following the trend we have seen throughout 2017. In general, 401(k) investors seem content... READ MORE

While all eyes have been on the latest tax reform changes, there were two important hearings taking place on Capitol Hill Nov. 15 concerning the Labor Department.Labor Secretary Alexander Acosta testified before a key House committee on the DOL’s priorities, while Preston Rutledge – nominated to be... READ MORE

Increased gains in the stock market and a high number of available jobs has Americans experiencing their highest level of personal financial satisfaction over the past 24 years, according to new data.The AICPA’s third-quarter 2017 Personal Financial Satisfaction Index (PFSi) eclipses the previous... READ MORE

Current measures of the adequacy of retirement income provide diverse answers about the state of retirement income security in the U.S., but what is the correct level?Should the retirement replacement measure be based on meeting your basic needs in retirement, or is it maintaining your... READ MORE

Helped by a strong stock market performance, the average account balances of 401(k)s and IRAs reached all-time highs for the fourth consecutive quarter, a quarterly analysis finds.Fidelity Investments' new report reveals that the average 401(k) and IRA balances for the third quarter of 2017... READ MORE

While more than half of Millennials, Gen-Xers and Baby Boomers on average prioritize saving for retirement over any other financial goals, differences emerge in their investment goals and preferences, according to new research.BMO Wealth Management’s report, Generational Perspectives: How... READ MORE