News

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.

An Empower white paper makes the case that retirement plan sponsors and advisers should use simpler language in retirement planning...

The more they wait, the more significant the changes affecting workers and beneficiaries will be, according to the Social Security...

Despite some fears, participants saw account growth year-over-year as stocks continued to climb off the March 2020 low and consumer confidence surged back to pre-pandemic levels.

Meanwhile, the IRI says most workers nearing retirement haven’t saved enough.

Earlier this year, the agency published a list of 2021 examination priorities that prominently featured issues pertaining to cybersecurity, and now it has sanctioned eight firms for related...

A new case study suggests even advisers with decades of industry experience can attain measurable growth improvements with the short-term addition of training, coaching and peer accountability.

Transamerica's program will be offered exclusively through UBS Financial Advisors.