Now that the deal has been formally approved, integration is expected to take between 18 to 36 months to complete following the close.
The theory behind the new solution is that, as participants navigate life events and the inevitability of changing financial priorities, they need individualized and relevant support.
The search tool features detailed information on more than 700,000 U.S. retirement plans, and advisers can review the results with an October Three retirement plan partner.
INSIDE THE MAGAZINE PLANADVISER March/April
They say the Federal Reserve’s fiscal and stimulus moves have put a floor under the equity and bond markets.
A new analysis published by EBRI in collaboration with J.P. Morgan suggests a person’s spending habits, rather than their salary, seem to have the biggest influence on whether they are a low saver or an average saver.
Notice 2020-42 provides temporary relief from the physical presence requirement for any participant election witnessed by a notary public in a state that permits remote notarization or witnessed by a plan representative using certain safeguards.
The firm has teamed up with health care financial services providers Optum Bank and Discovery Benefits.
The underlying allegations in the case involve the 2012 spinoff of Phillips 66 from the ConocoPhillips Corp., a large oil and gas company.
An Information Letter addresses private equity investments as a component of a professionally managed asset allocation fund and outlines what plan fiduciaries should consider.
Collective investment trusts are becoming more transparent; case in point, Hand Benefits & Trust Co. has gone live with more than 30 CIT tickers on the Nasdaq Fund Network.
The Department of Labor has submitted a draft regulation to the Office of Management and Budget.
Part of the Supreme Court’s reasoning in affirming two lower court rulings in Thole v. U.S. Bank is the fact that the Department of Labor polices pension plan fiduciary violations, but plaintiffs’ attorneys say the resourced-strapped federal agency can’t do the job alone.