News

The final rule confirms the reinstatement of the traditional five-part test for determining fiduciary status, though it does not definitively state that advice regarding IRA rollovers necessarily triggers...

The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.

The firm says the formal launch of Annexus Retirement Solutions precedes the rollout of innovative in-plan retirement income solutions in 2021.

In addition, Cerulli says it expects that plan sponsors and retirement plan providers will engage in more exploratory discussions about including private equity in target-date funds.

The agency's Fiscal Year (FY) 2020 Annual Report shows its multiemployer insurance program will become insolvent sometime in FY 2026.

Rita Fiumara of UBS Financial Services Inc. is an early entrant into the retirement plan industry, having worked in the...

Advisor Group and Securities America recruit Gaulden & Associates; NTSA hires executive director; retirement services SVP joins PlanMember; and more.

The final regulation includes delayed compliance dates to January 31, 2022, for certain recordkeeping and proxy voting requirements.

The proposed agreement stipulates that the class counsel does not intend to seek recovery of any attorneys’ fees or litigation costs from Community Health Systems (CHS) in connection...

Most say they learned the importance of staying the course, despite market volatility.

The practice, overseen by a father-son pair, has experienced strong growth while staying committed to the middle-market segment.

Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger...

The firm says the PEP will reduce fiduciary liability for employers.

The services will now be available to Vestwell advisers.

Though the whole year and the final quarter, especially, have already delivered impressive numbers, there are expectations that some additional major transactions could soon be announced.

Commenters at a Senate Finance Committee hearing held Wednesday sure hoped so—and they had a lot of ambitious ideas.

A Q&A addresses the auto-enrollment cap and safe harbor notice requirements.

The change in presidential administration could result in more opportunities in Chinese companies, for example.

American workers are expecting more from workplace programs, such as tailored communications and experienced representatives.