News

And 87.6% of eligible employees have a balance in their plan.

After multiple trips through the district and appellate court systems and consideration by the Supreme Court on multiple occasions, Tibble vs Edison took another step forward today. 

New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November. 

The National Association for Fixed Annuities has failed again to win an injunction in a DOL fiduciary rule challenge that was previously defeated in a federal district court...

How firm owners grow their business—with competitors’ help.

Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. 

TIAA Hires New President; Mass Mutual Appoints Community Responsibility Director; Mercer Acquires Thomsons Online Benefits; and more.

While there is some uncertainty about the specifics, digital advice clearly has an important role to play in the advising industry for the years and decades to come.

Retirement plan provider firms have made signification additions or improvements to their retirement readiness tools, and recent digital innovations include responsive design.

There are a wide variety of mistakes plan fiduciaries can make; getting it all right is an ongoing team effort. 

Data provided by Fidelity shows organic growth among RIA firms dropped again in 2015; yet there is reluctance to take on major change in terms of pricing and...

Hartford Funds Reduces Fees for Strategic Beta ETFs; John Hancock Launches ESG-Focused Funds; TIAA’s Nuveen Releases ESG-Focused ETFs.

K-12 403(b) plan participants have long enjoyed the personal touch of meeting with advisers one-on-one, but plan sponsors could use a nudge in using lower-cost investment options.

Incorporation of ESG factors in investment decisionmaking doubled for corporate plans since last year.

An ICI analysis suggests the share of retirees with private-sector pension income nearly doubled between 1975 and 2015.

The bill would ensure benefits keep up with changes in the economy by using a more accurate measure of inflation for the annual cost-of-living-adjustment, among other things.

Social Security, company funded plans, home equity, and inheritance are less frequently cited as sources of retirement income among workers.

The IRS noted that the fact that a change in a qualification requirement is included on the RA List does not mean that a plan must be amended...

The online tool is designed to help investors decide whether to allocate extra income to retirement savings or pay down student loans.

A new survey by the PSCA also found that more than half of 403(b) plan sponsors expect to make no change in light of the fiduciary rule scheduled...