News

The deadline to apply for a 2021 scholarship award is October 10, 2021, though plans for multiple years of scholarships sponsored by Ballentine Partners and Aspiriant are already...

Investment Adviser Association enters partnership with ACA; Hub acquires Millennium Advisory Services; Dechert hires employee benefits and executive compensation partner;...

J.P. Morgan AM launches lifetime income solution; Allianz Life Partners with iJoin and IPX to offer guaranteed income option; Janus...

Plan fiduciaries are accused of misleading participants in benefits communications and interfering with benefits by arbitrarily assigning them the status...

Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021.

The Decision Optimizer tool offers a customizable, turnkey solution to help financial advisers and home-office clients comply with evolving ERISA plan/IRA transfer regulatory requirements.

The agency also issued a Revenue Procedure which extends the deadline for making interim amendments for IRC Section 401(a) plans.

A Principal study finds employer and employee satisfaction levels are higher when plan sponsors work with one recordkeeper.

As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on...

Budget reconciliation legislation set for debate in Congress gives top billing to universal paid family and medical leave, but key retirement policies also stand out, including a broad...

The guide also explains how plan advisers can help employers add sustainable funds to their lineups. 

Allegations that the company inappropriately favored actively managed funds over passive investment options for its retirement plan have fallen short...

It says work is underway to bring uniformity, clarity and accountability to the environmental, social and governance (ESG) investing market.

Johnson Financial joins Farpointe; EdgeCo selects new SVP; Lincoln Financial Group announces executive leader succession plans; and more.

A DOL investigation and legal pursuit that have spanned the better part of two decades have drawn to a close,...

A new report from nonprofit group Bellwether Education Partners ranks public school teachers’ pensions by state, arguing that everyone has a stake in pension systems that are supported...

The firm says these additions allow customers  to include all three ESG categories within their 401(k)s. 

An AARP poll taken in Michigan identified widespread approval for the concept of a state-run retirement savings program for workers who lack access to other retirement savings opportunities.

The technology engine behind Accelerate is a version of RPAG’s adviser platform.