News

One positive point in some otherwise sobering data is the role that defined contribution (DC) plans play in helping middle class Americans generate a stable financial future.

The revised policy, instituted in response to the coronavirus pandemic, will remain in effect until the revenue procedure is modified or superseded.

Northern Trust offers ESG analytics solution; Innovator announces May series of Defined Outcome ETFs; Capital Group launches fund invested in...

The agency says future guidance will be like that under the Katrina Emergency Tax Relief Act of 2005 (KETRA) to the extent the provisions of Section 2202 of...

In addition, it is waiving distribution and loan origination fees for COVID-19-affected participants and CARES Act-related plan amendment fees for employers through August.

The plan's investment adviser is also named as a defendant, accused of helping select and retain high-cost, poorly performing funds.

The digital wealth management platform serves some 1,200 financial advisory firms across the United States that collectively manage over $600 billion in assets.

Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and...

Segal clients in the United States will also have the opportunity to engage Club Vita’s approaches to measuring and managing plan longevity risk, including annual reporting. 

The lawsuit almost completely mirrors allegations in complaints recently filed by the same law firm.

ANNUA Direct Quote is a tool for retirement plan sponsors, participants and advisers to obtain current market pricing for guaranteed lifetime income at retirement.

A district court judge dismissed the case on the basis that plaintiffs had not sufficiently alleged an alternative course of action that their plan fiduciaries could have taken.

Its ‘From Crisis to Confidence’ features began as a video series when numerous stay-at-home orders were being issued.  

The complaint notes that the definition of compensation for deferral purposes in the plan document includes tips received.

It has never been more expensive to fund a stream of guaranteed retirement income, nor have individuals been so in need of guarantees generated outside of large collective...

The companies are offering a support program to investors affected by the COVID-19 pandemic for free for nine months.