News

The move to acquire Eaton Vance, a provider of investment strategies and wealth management solutions, underscores Morgan Stanley’s goal to create a holistic advisory, investment management and brokerage...

Allianz Life launches solutions platform for RIAs; Wilmington Trust adds sign-on program; Columbia Threadneedle announces 2021 successor; and more.

Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.

Experts say it’s a seller’s market, and the consolidation of the industry will yield better services for retirement plan participants.

The lawsuit against Principal Global Investors and related entities was abandoned.

The Supreme Court has denied review of the lawsuit accusing Principal Life Insurance Co. of violating ERISA by setting the crediting rate for a guaranteed investment contract such...

A district court in California has proven to be skeptical of claims suggesting that active management funds are categorically imprudent retirement plan investments; the ruling also defends the...

The high court has been asked to weigh in on whether allegations that investment fees charged were excessive compared to other investments is sufficient to state a claim...

It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.

A federal judge found Abbott defendants were not fiduciaries with regard to the alleged acts, but claims against Abbott's retirement plan recordkeeper were allowed to stand.

The proposed class action lawsuit against TriNet HR follows the same template as numerous others filed by the law firm Capozzi Adler.

Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and...

An overview of the insured and investment solutions that are available and how advisers should evaluate them.

The system will be rolled out to advisers in the fourth quarter and to other institutional partners shortly thereafter.

The lawsuit suggests the plan sponsor has failed to consider the use of collective investment trusts and attempts to paint this and other actions as fiduciary breaches.

The platform helps users locate former 401(k) accounts, matches them to IRAs at leading financial institutions and initiates rollovers on their behalf.