The nomination process is still open for the 2019 PLANSPONSOR Retirement Plan Adviser of the Year Awards, but not for long! The nomination form will only be available through Friday at 11:59 p.m. EST.
TIAA is helping its plan sponsor clients create their own National Retirement Security Week campaigns with ready-to-use content, while Mutual of America is conducting on-site group presentations.
The interim decision is a mixed bag that falls more in favor of the plaintiffs, but it by no means concludes the litigation—not least because plaintiffs have already filed a second amended complaint.
Bernstein Adds Industry Executive to Philadelphia Region; T. Rowe Appoints CIO to Head of Investment Strategy; The Hilb Group Acquires Actuarial Consulting Firm; and more.
Debt is getting in the way of saving for retirement, and many want help with investing, preferring to work with an adviser in person, a survey found.
The DOL said it is considering regulatory options in light of a 5th Circuit opinion vacating its previous fiduciary rule, and has on its timeline that a final rule will be issued in September of 2019.
The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance.
While the Securities and Exchange Commission is firmly controlled by Republican-appointed members, the last Obama-era commissioner says she hopes to find room for compromise to address the pressing issues facing U.S. investors.
PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators.
The text of the regulation is still forthcoming, but the Office of Management and Budget has completed its review; so far, we know the regulation is viewed as “major” and “economically significant.”
The agency says the additional information is needed to help it determine a defined benefit (DB) plan sponsor’s ability to continue to maintain its DB plan.
The system analyzes emails, notes and text messages to predict client needs.
A Program Letter lists compliance strategies for the agency for next year.
The tool includes accountability features and data collection options.
Finding "errors of law" in a district court's decision, the 1st Circuit remanded the duty of prudence claims for review.
