News

Owners of health savings accounts (HSAs) are primarily using them for immediate needs, EBRI finds.

A lawsuit filed by UBS against a number of former brokers—accused of too aggressively soliciting old clients immediately after going independent—shows plan participants aren’t the only source of...

The new tool is said to provide a detailed analysis for 404a5 participant fee disclosure documents and other extensive forms. 

As TIAA’s CEO for Institutional Financial Services reflects on the firm’s upcoming centennial anniversary, he’s confident Andrew Carnegie would be proud of where the company and its industry...

HealthSavings Administrators, which created the guide with the help of an attorney, says its emphasis is on helping employees understand the value of HSAs as part of a comprehensive...

The case accused American Airlines of including affiliated funds in its retirement plan investment lineup though they were more expensive and lower-performing than other funds.

Those who are progressing with their goals are more likely to have a retirement plan, life insurance and at least one investment account, Lincoln found in a survey.

As with similar lawsuits, the one against Brown University attacks the traditional 403(b) plan model.

The companies hope to enable financial advisers to access retirement planning and wealth management tools on a single platform. 

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

As more employers embrace the new “gig” or “flex” economy, the ranks of part-timers, including independent contractors, will continue to rise. Will employers change their retirement offerings?

Financial services firms are increasingly adopting technological tools, but consumers seem to still prefer a human face behind the machines.

The institute has proposed a framework to bring clarity, consistency and transparency to the valuation of financial instruments such as mortgage-backed securities, credit default swaps, complex bonds and...

Metlife Approves Brighthouse Spin Off; Marsh & McLennan Name CEO of Marsh; Wells Fargo Hires Head of Portfolio Solutions; and more.

A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.

An increased interest among employees for a full suite of health and financial wellness benefits is sparking employers’ interest.

BlackRock Moves Listing Venue for 50 iShares ETFs; Nuveen Enters Closed End Fund Merger.

The agency has made changes to its opinion letter program for pre-approved retirement plans.

With its publication in the Federal Register, the DOL’s request for information regarding its implementation (or not) of the fiduciary rule is officially open for public comment.

Asset managers and their institutional clients, DC and DB retirement plans included, are demanding more rigorous due diligence of mutual fund subadvisers.