News

Lincoln Financial Group’s Retirement Plan Services Business has launched a new online participant experience aimed at simplicity and streamlined service.

Voya Expands Retirement Business; First Eagle’s Retirement Investment Solutions Group Takes Flight; Wagner Law Group Adds Partner; WealthPLAN Partners Announces New B/D and Custodian Relationships; and more.

The latest ERISA lawsuit to be filed targets Xerox and Financial Engines for advice arrangements negotiated between the firms and several Ford Motor Company retirement plans. 

Reuters broke the news that JP Morgan Chase and Co. will stop offering commission-based retirement accounts prior to the DOL fiduciary rule implementation.

As Baby Boomers push closer to retirement, they are facing a drastically different investing world than the one they grew up in—gaining access to radically different approaches to...

ForUsAll's Safe Harbor 401(k) Resource Center includes a “Safe Harbor 101” handbook and a Safe Harbor Cost Calculator, among other things.

The new technology access will allow PlanPILOT to perform more requests for proposals (RFPs) and reduce the time commitment for all involved, including candidates.

“It is essential for traditional financial advice providers to view digital advice delivery not as a force that will displace them, but instead as a way to deliver...

One early commentator tells PLANADVISER he expects the new DOL fiduciary rule will still be implemented, yet there is undoubtedly a new atmosphere of uncertainty with the presidential...

Professional Website Services by ERISApedia is designed to support financial advisers that work in the qualified plan space by helping them create or enhance their Web presence with...

“The median return of the three plan types varied slightly, but the way each achieved its strong positive return was distinctive,” says Amy Garrigues with Northern Trust.

The board says stakeholders have stated that the current presentation requirement has less value and requires users to incur greater costs in analyzing financial statements.

A new analysis contends that, with careful governance practices in place, managing a compliant and effective retirement plan doesn’t have to be burdensome or even difficult.

A new report urges investors to look beyond the peripheral politics of ESG investing and think instead about the very real “systems-level” risks presented by issues such as...

The agency is considering amendments to hybrid plan rules to address implicit interest pension equity plans.

A new study by Scottrade offers some surprising insight into the different investment decisions and market outlooks based on gender.

“While target-date funds can be a simple, cost-effective option for employees, managed account participants tend to save more compared to target-date investors.”

A U.S. district court judge has ruled in favor of the DOL fiduciary rule’s pending implementation, defeating fixed-indexed annuity providers’ effort to stall the groundbreaking regulation in court.

The agency announced the availability of “Issue Snapshots” about tax-related issues for retirement plan practitioners.

The firm’s fee-policy statement covers several aspects of fee structures including fiduciary duties relating to the plan’s payment of fees.