News

The group thinks the state should wait on the SEC’s Best Interest Standard and that its proposed statewide fiduciary rule would drive investors away from brokerage accounts.

Those married or partnered are more likely to have a focus on saving for retirement, while those who are single are prioritizing affording everyday bills and paying down...

CIT-based solutions grew, while mutual fund-based solutions declined in 2018, according to Sway Research.

Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.

The Secretary of the Commonwealth says the FinTech Working Group is the first dedicated team established by a state securities regulator specifically to provide support to, and receive...

Almost all of those with high fragility are prioritizing being able to afford everyday bills, while those with low fragility are prioritizing saving for the future, including for...

Two members of the U.S. House of Representatives, one a Democrat and the other a Republican, have introduced H.R. 1439, known as the Increasing Access to a Secure...

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

Technology, investment management, and legal and compliance are the top three areas where advisory practices often turn to outside experts, according to Fidelity. 

Vanderbilt University joins Duke University and the University of Chicago in settling claims about 403(b) plan mismanagement.

Putnam Investments has asked the U.S. Supreme Court to weigh in on whether the plaintiff or the defendant bears the burden of proof on loss causation under the...

Plan participants will be presented with the Merrill brand. 

Among those who make ongoing contributions, 53% were approached by a financial services company or professional to set it up.

Individuals polled by First National Bank of Omaha also shared reasons they do not have as much savings as they'd like.

The strain of supporting other family members financially is taking a toll, PNC learned in a survey.

The program is aimed at promoting NTSA’s dual goals of improving the understanding of retirement planning options for teachers and school staff and boosting 403(b) plan participation.

The request regards information collection for Revenue Ruling 2000-35, which describes certain criteria that must be met before an employee's compensation can be reduced and contributed to an...

They also believe that pensions do a better job than 401(k)s in terms of ensuring retirement security.

The 401k Averages Book also shows smaller plans continue to pay higher fees than large plans.