News

Retirement plan industry stakeholders had hoped the popular and bipartisan SECURE Act would be tied into must-pass spending legislation before year’s end, and that now appears to be...

The Democratic presidential candidate tells Department of Labor Secretary Scalia she fears the DOL is considering standards of conduct that would permit advisers providing advice on retirement savings...

MassMutual announces multiple hires and appointments; Charles Schwab names former TD Ameritrade president as SVP; Hamilton Capital selects retirement plans...

There were no days of above-normal trading activity, according to the Alight Solutions 401(k) Index.

S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well...

IRS Notice 2019-67 specifies updated mortality improvement rates and static mortality tables to be used for defined benefit pension plans during 2021.

The DOL is aiming to "modernize fiduciary practices related to the voting rights associated with ERISA plan investments and harmonize those regulations with the requirements of other regulators.”

One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA...

Fidelity announces expected SMA launch; Pershing integrates managed accounts to new annuity order platform; Ballast introduces equity strategies on Schwab...

Among other things, the archdiocese of Newark was accused of filing for "church plan" status to avoid having to fund the pension plan of hospital employees.

Asset managers also expect modest economic growth to shift investors’ attention to smaller companies, value stocks and cyclical sectors.

The updated ABG Plan Limits app is now available for free in Apple's App Store and Google’s Play Store.

While not divided across political lines, the parties in Sulyma v. Intel Corporation Investment Policy Committee view the question of what establishes “actual knowledge” of an alleged fiduciary...

Cetera Financial Promotes Former President to CEO; Dimensional Fund Advisors Selects COO; Transamerica Makes Sales Consultant to Retirement VP; and...

Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis.