News

As the appellate decision explains, ownership percentages are less important than organizations’ operating structures when determining withdrawal liability from a multiemployer union pension.

The SEC tackles this question and others in a new FAQ publication about the Regulation Best Interest rulemaking package, as does Morningstar in a new paper that examines...

The Center for Retirement Research says the reduction for claiming early is currently too large while the increase for claiming late is about right.

The software is being offered to financial professionals in three different membership tiers.

Ascensus to acquire employee benefits consulting firm; Multiple hires and promotions at Mutual of Omaha Retirement Services; and Unified Trust...

Jason Shapiro notes that some DC plan participants may stay in their plan after retirement and rely on TDFs’ asset allocation for retirement income for possibly 30 years...

While the GDPR does not directly address U.S. benefit plans, it should be of particular interest to defined contribution plan sponsors and their service providers because they hold...

The court docket shows that, prior to the Notice of Settlement, the court had granted the plaintiff extended time to file his amended complaint.

Morningstar examines 2019 proxy voting data in the emerging age of ESG.

The high court's decision lets stand a ruling that Great-West, as a non-fiduciary party in interest was not liable for alleged ERISA violations.

They are viewed as the third phase in the development of exchange-traded funds.

The all-stock transaction is valued at approximately $26 billion; while subject to various closing conditions, the deal is expected to close successfully by the middle of next year.

Recordkeepers and other service providers have submitted generally positive comment letters to the Department of Labor regarding its proposed e-delivery default rule, but they also have some specific...

Presidential election cycles have a history of unpredictability, and for that reason alone investors should be cautious about tailoring their portfolios based on the politics of the day.

Mercer Global Advisors acquires California Wealth Management firm; Schroders adds changes to senior leadership team; RVPs join Ameritas retirement plan...

The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making.

Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement...

Providers of open MEPs are likely to create many different versions, and it has yet to be determined how much fiduciary responsibility plan sponsors will shoulder, MassMutual says