News

The addition of the $1.6 billion firm underscores the convergence of retirement plan advising and wealth management practices.

Vanguard says that meeting these income needs, along with encouraging strong savings rates and diversification, are the primary drivers in creating successful retirement outcomes.

It has engaged Savi to provide nonprofit and public service employees with an online tool to navigate government loan forgiveness programs.

A mere 0.018% of balances were traded daily, according to the Alight Solutions 401(k) Index.

The IRS says it expects to issue the letters on June 30, or in some cases, as soon as possible thereafter, and an employer adopting a newly approved...

Echoing claims in an earlier suit filed by SEI, Arcesium is accusing SS&C Advent of abusive and anti-competitive licensing practices.

Such alignment would be consistent with what the Department of Labor leadership has been signaling for a number of years now.

Additions to the Russell 3000 this year include Zoom Video Communications, Pinterest and Mimecast, highlighting the importance of communications technology in the midst of the coronavirus pandemic.

Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.

Now that the deal has been formally approved, integration is expected to take between 18 to 36 months to complete following the close.

The theory behind the new solution is that, as participants navigate life events and the inevitability of changing financial priorities, they need individualized and relevant support.

The search tool features detailed information on more than 700,000 U.S. retirement plans, and advisers can review the results with an October Three retirement plan partner.

They say the Federal Reserve’s fiscal and stimulus moves have put a floor under the equity and bond markets.

Northern Trust and BlackRock partner on investor services and Allianz Investment Management launches new ETFs.

A new analysis published by EBRI in collaboration with J.P. Morgan suggests a person’s spending habits, rather than their salary, seem to have the biggest influence on whether...

Notice 2020-42 provides temporary relief from the physical presence requirement for any participant election witnessed by a notary public in a state that permits remote notarization or witnessed...

The firm has teamed up with health care financial services providers Optum Bank and Discovery Benefits.

The underlying allegations in the case involve the 2012 spinoff of Phillips 66 from the ConocoPhillips Corp., a large oil and gas company.