News

The bill increases limits for retirement plan loans and takes away tax penalties for withdrawals.

Advisers can help plan participants understand their hierarchy of needs, framing guidance to fit the context of whatever additional relief Congress may provide.

The agency issued its Tax Exempt and Government Entities FY 2018 Work Plan.

SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni & Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.

Certain policy changes and the right support for plan sponsors could make it easier for plans and participants to embrace lifetime income solutions.

ERISA attorneys and practice leaders give their take on the intense political grappling that has become the norm in Washington under a Republican majority.

The two firms hope to allow advisers to access a new version of Vestwell’s retirement planning portal on the Riskalyze platform.

Many states are looking at how they might implement government-sponsored IRAs, commonly known as auto-IRAs, which provide automatic enrollment of eligible private-sector workers.

Lazard Launches Equity Portfolio; American Century Reorganizes Income Fund; Nuveen Releases ESG U.S. Aggregate Bond ETF; and more.

The firm says this “first of its kind compliance-approved text messaging solution for financial advisers” helps maximize convenient client communication. 

"There's way too much product and a lot of confusion," says Don Robinson with Palladiem.

Three documents set forth mortality tables to be used by certain DB plans in actuarial assumptions and the procedures to request the use of plan-specific mortality tables instead.

A research paper examines three levers that DB plan sponsors can use to enhance portfolio outcomes in a low-interest-rate environment.

Through a single partner, employers will be able to manage health care benefits, promote enrollment and satisfy compliance requirements.

A new platform identifies a client’s financial decisionmaking process to help advisers make better recommendations.

Broker/dealers (B/Ds) can address new regulatory pressures, and new competition, by enhancing their value proposition and embracing technology, a report by Cerulli suggests.

The plaintiffs’ allegations regarding what they allege to be an excessive amount of investment options was summarily tossed by the court, which cites a number of important recent...

From a rapidly evolving recordkeeping provider landscape to a potential wholesale rewrite of the tax treatment of retirement assets, today’s environment puts advisers and their clients in a...

Although the court dismissed claims regarding risky investments in TDFs and participant fee disclosure failures, Verizon still faces a charge regarding an underperforming investment.