News

Outcomes from using an OCIO have been generally positive and have the potential to improve DB plan funded status, particularly in volatile market conditions, the firm says.

The Senate has passed legislation mirroring House-approved measures that will eliminate the Obama-era DOL rules regarding exempting state- and municipality-run retirement plans from ERISA.

Of five claims that Starwood Hotels breached its fiduciary duties to its 401(k) plan, a district court judge has moved one forward.

The FSR suggests the Trump administration should support policies that will promote retirement savings and enable financial services providers to better meet the long-term needs of Americans in...

Cybersecurity, investing by seniors, and other regulatory topics of interest will be discussed. 

There is still a chance of proposals from the Trump administration and for discussions in Congress to come to fruition.

Making student loan and credit card payments are the priority for the majority of Americans surveyed.

They are telling investors, young and old, to get their portfolios in order now—not in the throes of the next recession. 

Debt, caregiving and "boomerang" children can take a financial toll on people's lives, as well as a physical toll.

A new study finds that most Americans can’t pass a quiz on making their nest eggs last through retirement, and many lack knowledge of basic retirement planning concepts.

Thirty-five percent say their benefits, outside of medical insurance, do not meet their needs.

AssetMark will be offering investment strategies and “fee only” products focused on holistic financial planning for investors. 

However, corporate funds' and Taft Hartley plan's returns trailed those of public funds and foundations and endowments.

The latest decision in RJR vs. Tatum comes out of the 4th U.S. Circuit Court of Appeals, which has previously made multiple rulings on the long-running and procedurally complicated...

New fiduciary education programming from LIMRA LOMA SRI is aimed at supporting retirement plan sales and service professionals operating under evolving ERISA standards. 

Once a customer is enrolled in the optional service, he or she simply speaks the passphrase, “At Transamerica, my voice is my password,” to securely access their accounts,...

The analysis from TIAA's proprietary business reveals significant demand for advice through the online tools; however, it also reveals a significant jump in demand for in-person advice between...

New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers. 

Jamie Fleckner, a partner with Goodwin Proctor LLP, tells PLANADVISER the judge assigned to the case does have an impact on how litigators think about defending the case...

At 54%, this confidence about retirement is the highest in a decade.