News

BMO Global Asset Management is now offering retirement share classes for four BMO Funds.

Target-date funds (TDFs) are again put in the Department of Labor (DOL) spotlight for comments. Widely held in retirement accounts, TDFs may not be fully understood by investors. 

Corporations and nonprofits, as well as their advisers, in San Antonio, Texas, now have a new resource for fiduciary services.

Jon Hale has been named the director of North American manager research for Morningstar Inc.

Investment research firm Morningstar, Inc. has entered into an agreement to acquire online financial wellness provider HelloWallet Holding, Inc.

A federal district court has ordered an Oregon realtor to repay more than $400,000 to the participants of its profit-sharing plan.

Ingham Retirement Group added LPL Financial LLC’s employee advice and education solutions to its retirement planning platform.

Miracle Mile Advisors, a California-based investment advisory firm, has partnered with TD Ameritrade to launch a “modern 401(k) platform” built around low-cost exchange-traded funds (ETFs).

A strong majority of broker/dealer and registered investment adviser (RIA) firms surveyed by Fidelity Institutional see the emergence of digital advice models as a positive industry trend.

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

A plan sponsor’s lawsuit over revenue sharing payments has moved forward as a court found the sponsor's plan provider became a functional fiduciary by setting fees.

Adviser-sold college savings plans gained traction, and now show balances equivalent to direct-sold plans, research shows. 

Average 401(k) account balances have increased 93% since the economic downturn of 2009, according to research from The Principal Financial Group.

New research from a coalition of retirement industry groups suggests financial advisers are moving away from the use and recommendation of annuities, despite industry buzz around income products.

Americans prioritize financial matters second only to their health, according to a Northwestern Mutual study, yet few seek professional advice or have a long-term plan for retirement.

Qualified Plans, LLC (QP) has acquired Benefits Administration Services, LLC (BAS), in Birmingham, Alabama.

A new white paper helps plan fiduciaries understand their responsibilities and adhere to the standards of conduct that apply to them.

How do you decide which movie to see? The recommendations of friends? Or online buzz and Twitter?

People expect to work longer and flexibility will become the new model for retirement, finds Aegon’s third Retirement Readiness survey.

The average retirement plan participant’s decision to leave 401(k) assets in-plan or actuate a distribution when leaving an employer often hinges on whether they are retiring or taking...