News

John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite...

New York’s expanded “best interest” standard took effect on August 1st for annuity contracts and will take effect February 1, 2020, for life insurance policies. In a new...

Among other things, a federal court judge found the director of benefits at Kaleida Health and the retirement plan committee of its 403(b) and 401(k) plans were fiduciaries.

“We just had an asset-allocation meeting and we spent probably half of it talking about global trade tensions and the China-U.S. relationship,” says Bob Brown, CIO at Northern...

Club Vita teamed up with Mercer to develop a proprietary model, VitaCurves, that uses the nine-digit ZIP code to help defined benefit (DB) plan sponsors more accurately make...

To combat the squeeze, asset managers will seek out new markets, product offerings and investment capabilities, says Cerulli.

The single-employer program, however, has continued to improve since its emergence from a deficit. 

John Hopkins University will settle a long-standing ERISA lawsuit—one of a number of virtually identical cases filed in district courts across the country by Schlichter, Bogard and Denton.

PCS and Aspire, both founded nearly two decades ago with the common goal of providing specialized services to investment fiduciaries, will join together to achieve the benefits of...

While there is some disappointment that it did not include a provision for open MEPs, any option that could appeal to small businesses to offer a retirement plan...

Franklin Templeton Adds National DC Consultant; Schroders Grows West Coat Presence with Two Hires; Voya Hires Regional VP of Sales;...

The product bundles complete custody, recordkeeping, administration and portfolio maintenance of IRAs. It can be paperless and resides in a cloud-based environment.

The focus of the new company, ShareBuilder 401k, will be on expanding coverage among small companies, says the president of the company.

Now that participants’ small balances may be automatically transferred to their new 401(k) account, Retirement Clearinghouse expects to see a lot of business.

When the wave of excessive fee cases began against retirement plan sponsors, most targeted large or mega plans, based on assets. However, a new case against TriHealth Inc....

LifeYield creates alliance with software-based service organization; Dimensional announces new Investment Solutions Group; Vanguard reopens funds and broadens access to...

One element of the cybersecurity discussion that is often overlooked is that the biggest threat to many advisory firms is not actually to client accounts but instead to...