News

ProShares Launches ETF for Growing Pet Care Firms; HB&T Reveals Upcoming Sequence of Collective Investment Funds; and Salt Financial Files...

A Vanguard analysis still finds both “pure TDF investors,” or those who hold only a single TDF, and “mixed investors”—investing in a TDF in combination with other investments...

Out of five witnesses called before the House Subcommittee on Investor Protection, Entrepreneurship and Capital markets, just one spoke favorably about the SEC’s conflict of interest regulations—and his...

Employers are offering this assistance in a variety of ways, including managed accounts, target-date funds and investment advice, according to PSCA.

Cerulli believes managed accounts will continue to gather assets as a customized solution for a targeted cohort of a plan’s overall participant population, as well as address decumulation...

Participants who were age 60 or older when they retired were more likely to keep assets in the plan if it permitted installment payments, according to Alight Solutions.

Two-thirds of middle-income Boomers know someone who has required retirement caregiving, either in their home or in a nursing home, yet few Boomers are taking action to plan...

The EvoShare program also allows employees to receive up to 20% cash back on spending toward a 401(k) or 403(b) plan, and/or 529 plan.

According to a Cerulli report, fee sensitivity, concerns about performance and regulatory confusion are headwinds to environmental, social and governance (ESG) investment adoption in defined contribution (DC) plans.

A 2nd U.S. Circuit Court of Appeals decision reversed the company’s District Court win in a lawsuit alleging imprudence in managing company stock investments in one of its...

The agreement also calls for Brown to to try to further reduce recordkeeping fees from the plans’ two recordkeepers and conduct a request for proposal (RFP) process for...

Account values fell sharply from the previous quarter and were 6.3% lower than the previous year, according to Charles Schwab’s SDBA Indicators Report.

Account aggregation is being offered to MoneyGuide users without an additional monthly subscription charge.

Employees must contribute 2% of their salaries to the retirement plan, which then allows them to direct up to 4% of their employer match to pay down their...

On 89% of the trading days, 401(k) participants moved the majority of their money into fixed income, according to the Alight Solutions 401(k) Index

Just over half think health care will be the biggest expense in retirement, a Nationwide Retirement Institute survey found.

The question of what facts or actions create “actual knowledge” of alleged wrongdoing, recently tested in the 9th Circuit, are critical in ERISA litigation and play a key...

Comparing Employee Retirement Income Security Act (ERISA) cases to trust law cases, a federal judge decided to side with "the great weight of authority in the federal courts...

The Financial Planning Association is offering the eight-module, online course in partnership with Capstone College Partners.