News

It will enable advisers to manage their practices and portfolios

The agency has requested that the OMB continue to allow it to do so.

The number of participants taking hardship withdrawals remained less than 1%.

Only 21% of advisers surveyed reported feeling very well informed about responsible investing strategies, and the survey found accessing ESG data is a challenge for advisers.

The new forms include important modifications.

The guidance covers verification procedures, timely loan and hardship withdrawal repayments, and health care coverage.

This case was filed against NYU Langone Hospitals, NYU Langone Health Systems, the retirement plan committee, and several named defendants.

The median investment management fee charged to retirement plans is 38 basis points, according to the Callan Institute.

If the plan is not already automatically enrolling participants and escalating their deferrals each year, AB says, it should be.

The lawsuits alleged that First Bankers Trust violated the Employee Retirement Income Security Act when it approved stock purchases by three employee stock ownership plans.

Industry veteran joins Meeder as SVP; PGIM Investments appoints chief marketing officer to drive global expansion; FS Investments hires national sales manager to oversee sales professionals; and more.

The latest deficit increase was driven primarily by the ongoing financial decline of several large multiemployer plans that are expected to run out of money in the next...

Despite sometimes being thought of as “slackers,” data shows the Millennial generation is more financially responsible than other generations give them credit for.

Half of both Baby Boomers and Generation X are prioritizing paying off debt before saving for retirement, a survey found.

The collaboration of Riskalyze and Charles Schwab will ease an adviser’s workflow challenges and allow for greater efficiency, says Kyle Van Pelt, vice president of partnerships at Riskalyze.

Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more. 

House and Senate Democrats say their “Better Deal” proposal offers an alternative vision to the GOP’s economic agenda, with a focus on protecting union pensions and access to...

SIFMA says it has a strong interest in clarifying the fiduciary obligations of investment managers in selecting and managing investment options in retirement plans governed by ERISA.

Willis Towers Watson outlines 10 ways sponsors need to modernize investment focus for their pension plans.