News

IRS Private Letter Rulings are directed only to the taxpayer requesting it; however, they can give retirement plan practitioners an idea of what the IRS thinks about plan...

Beyond the nearly $22 million in monetary terms, the settlement agreement includes substantial prospective relief to be provided by Deutsche Bank.

Asked what they look for in an adviser, Millennials say experience, followed by someone with similar demographic qualities as themselves.

Continuing the trend from the first quarter, corporate retirement funds and health care plans lagged during Q2 2018, according to BNY Mellon data.

One element of the Financial Wellness 360 program is Lifestyle Benefits, a suite of self-service resources that help employees “address today’s financial challenges and prepare for tomorrow.”

New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening...

Litigator Rejoins Reed Smith; Cerulli Integrates MMI Advisory Platform; LCG Associates Promotes Investment Analyst to Consultant; and more.

The importance of workplace financial wellbeing programs jumped five points in the 2018 Consumer Health Mindset Study from Alight Solutions.

US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.   

According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals...

While not disagreeing with a federal court judge's decision, the plaintiff says the judge's findings about certain plan committee members warrants her ordering them to be removed.

The program hopes to guide financial professionals in providing and supporting financial wellness benefits. 

Workers can move the entire match over or just a portion of it.

The new website introduces a range of content and videos, a blog, a library of plan design comparison tools, retirement calculators, administrator user guides, account access and comprehensive...

Plan participants in the 50 and up age group are thinking about the transition to retirement because it is on the horizon, while the younger age groups are...

Fidelity finds that since 2008, the average savings rate among employees automatically enrolled has risen from 4% to 6.7%, and 63% of automatically enrolled participants in the past...

Younger Baby Boomers and Gen Xers are the most stressed about retirement, a Bankrate.com survey found.

Though they made suggestions for improving lifetime income options for DC retirement plan participants, some who made comments to the ERISA Advisory Council suggested offering in-plan annuities may...