News

Arnerich Promotes Senior Consultant; AssetMark Hires Chief Information Officer; LMGC Expands Advisory Space; and more.

Street Corporation will work with Fidelity National Information Services (FIS) to distribute its GX Private Equity Index (PEI).

The Securities and Exchange Commission has approved FINRA's rule proposal addressing financial exploitation of seniors. 

Some industry groups were worried the DOL rules would mean individuals in these plans would not get the same protections as those in employer-sponsored plans.

The firm’s redesigned retirement readiness website is a place where plan sponsors can seek out vital information to fill the knowledge gaps identified by industry research. 

According to a report by the NEBR, women are punished more severely than men for misconduct and they are also less likely to find new employment. 

Fourteen years after HSAs first hit the scene, there are still fundamental misunderstandings about how they work.

The firm’s new Index-based managed account will track a market benchmark using index funds from the employer’s 401(k) lineup.

Among those already engaged with their finances and financial services professionals, retirement planning remains a hot topic—but investors broadly feel confused and concerned. 

From saving more for retirement to buying life insurance to taking advantage of group benefits that are offered at work, this initiative will provide consumers with actionable takeaways.

A new study finds Millennials are almost unanimous in their support of TDFs and auto-escalation features; moreover, they want their employers to help them save for retirement.

People of all age groups on average estimated losing $30,000 or more throughout their lifetime due to their lack of financial knowledge, a new survey finds.

The Trump administration is nearly set to formally implement its delay of the Obama-era DOL fiduciary rule, set to take effect in just two weeks, aimed at curbing...

Leading homepages now provide more diverse selections of additional plan data, which are often part of new plan health tools that offer intuitive summaries of overall plan health,...

The Empower-Optum tool will provide access to investment advice and retirement planning resources that bring together an individual’s health and retirement portfolio.

Tess Gee, member in the ERISA & Employee Benefits Litigation practice at Miller & Chevalier, says the stakes are high for all sides, including the government.

One retirement industry advocate says recent meetings on Capitol Hill have left him with the expectation that “we will start to see proposals soon that will have a...

Most Americans have never hired a financial planner and most say they don’t have enough money or assets to warrant working with one.

Interested parties can email the IRS by 5 p.m. ET on April 17, 2017, with any suggestions for its presentation.

Nearly three in 10 (29%) professors surveyed by Fidelity aren’t sure of the investment mix of their retirement savings, suggesting they don’t know if the investments they selected...