News

The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and more.

Sources say this leading asset manager company will bring Invesco $248 billion in new client assets.

There are several bases on which the court could impose sanctions.

Women's household income and assets, on average, fell by 41% with divorce.

If combined with the Automatic Retirement Plan Act of 2017, the retirement savings shortfall would be reduced by $932 billion, or 22.6%, according to EBRI.

One option is through a profit sharing plan that invests the money in an annuity once a participant retires.

Principal Milestones, which includes iGrad’s Enrich financial wellness program, helps participants access comprehensive financial education resources all in one place.

MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration.

Eighty-four percent of intermediaries expect sales of financial wellness programs will expand in the next three to five years, Prudential found.

While college savings and student loan debt aren’t typically an area of focus for retirement plan advisers, new survey data suggests a few simple reminders can be a big help to clients; this is especially true when it comes to filling out the Free Application for Federal Student Aid.

An online chat feature to answer retirement plan administrative questions will be launched this fall.

MassMutual has issued a white paper outlining all considerations for defined benefit plan sponsors considering a pension risk transfer.

A Maryland business owner will serve one year and one day of imprisonment and pay more than $350,000 in restitution for violations of the Employee Retirement Income Security Act.

Diminished liquidity in global bond markets is fueling demand for fixed income exchange-traded funds.

Saving practices tend to vary based on the investor’s age.