News

Barrow Hanley Expands New Bank Loan Team; Aviva Appoints Institutional Sales Head; ABG Expands into Mid-Atlantic Region; and more.

Commenting on new Social Security deficit projection figures published this week, Rob Fishbein, corporate counsel at Prudential Financial, says it’s not time to hit the panic button yet—but...

Variable annuities continue to face challenges in the wake of transaction processing disruptions caused by the now-vacated DOL fiduciary rule; however, experts anticipate sales to recover as business...

Securian Financial provides recordkeeping services and an investment platform for the solution designed for small and mid-sized employers, along with easy access to account tools and resources through...

When it comes to making financial decisions, 81% of Americans are most likely to turn to a financial adviser over their closest confidants, including wealthiest friends (70%), older...

It also helps to offer financial education continuously, according to the Pension Research Center at The Wharton School at the University of Pennsylvania.

The National Tax-Deferred Savings Association updates its reference guide ‘The Source’ to reflect last year’s tax reform and the DOL fiduciary rule derailment.  

Among those who have made an estimate, the median amount is $650,000, Bankrate.com learned in a survey.

The Commission is also seeking public feedback on fund disclosure and the fees that intermediaries charge funds for delivering fund reports.

The new claim in the 403(b) plan lawsuit says the defendants should have protected participant data as plan assets and not allowed TIAA to use it to market...

The Social Security OASI Trust Fund is projected to become depleted in late 2034, as compared to last year’s estimate of early 2035.

According to the company, advisers will be allowed to view engagement metrics on the tool for their plan sponsor clients. 

With many Boomers retiring, the research firm says the industry is at “an inflection point.”

While the conference is quickly approaching, there is still time to sign up. All the information you need is here. 

In a letter to the Department of Labor, researchers for the Center of Retirement Research at Boston College make policy recommendations to address defined contribution plan portability and...

The vehicle has maintained the popularity vote since 2010.

Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.

In a complicated complaint filed in federal district court, participants in Invesco’s retirement plan say they have been subject to disloyal and imprudent decisions made by conflicted plan...

A federal judge is allowing the plaintiff one last chance to make more context-specific arguments in her case.

An Allianz Life study found that while there was an increase in comfort with the market, workers continue to worry about their retirement savings.