News

The new platform aims to facilitate clients’ access to data and management.

These proposals would also update the requirements a plan sponsor must meet to obtain IRS approval to use mortality tables specific to the plan for minimum funding purposes,...

The DOL says existing guidance to plan fiduciaries has been out of step with domestic and international trends in investment management, and has potential to dissuade fiduciaries from...

Funding relief for defined benefit plans is currently scheduled to end in 2020, and plan sponsors could face a spike in contributions.

The oldest segment of respondents is likelier to say they don’t make enough money to worry about financial planning.

Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.

Some 40% of investors say they are fundamentally interested in life insurance products—and many are interested in speaking with wealth advisers about how to use them properly. 

Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing.

However, concerns towards fiduciary risk decreased—with less than 11% of plans citing it as a top concern.

ESG investing was once seen as a fiduciary risk not worth taking among many plan sponsors and their advisers, but now these funds are seeing substantial growth.

Two plan trustees are accused of breaching their fiduciary duties by failing to take action to recover funds owed to a money purchase plan, which was loaned in...

“The Congress faces an array of policy choices as it confronts the challenges posed by the amount of federal debt held by the public—which has more than doubled...

A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...

Take a look at the lineup of technology-driven solutions released this year to help advisers comply with the DOL's fiduciary rule.

The benchmarking tool will allow advisers to filter based on account size range; account types; services provided; and types of firms. 

More than 87% of respondents to a survey believe employer-sponsored student loan contribution programs are significant.

Recordkeepers provide a variety of services, and plan sponsors and advisers should look for the ones most important to them and their participants.

The airline is accused of failing to select low cost investments and failing to use its size to negotiate cheaper investment and recordkeeping fees.

T. Rowe Price Retirement Expands Small-Market Sales Team; Lockton Expands Retirement Business; Virtus Investment Partners Acquires RidgeWorth; and more.

As retirement plan advisers build their business, there are many considerations about how to add, manager and train staff.