News

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.

Coinciding with the publication of a new survey showing women regularly feel patronized by financial advisers, New York Life Investments has launched a program to help advisers better...

If they feel this way, they are inclined to shun advisers altogether, New York Life Investments learned in a survey.

Investors tend to select funds at the top of an alphabetically organized list of funds.

The agency previously announced it would amend required minimum distribution regulations in a way that would prohibit the offering of lump-sum windows to defined benefit (DB) plan participants...

Despite a setback for Oracle at the class certification stage, a new ruling out of a federal court in Colorado pushes back strongly against many—but not all—of the...

Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more. 

Serco Inc. will also provide PBGC field offices with database support and data analytics.

Just over four in 10 U.S. households are projected to run short of money in retirement, according to an updated analysis from EBRI.

The firms say strong demand among employers and employees for student loan repayment support solutions made their new partnership “an easy decision.”

BNY Mellon rebrands retail side; Hartford Funds introduces securitized income fund; DWS Group launches equity ETF with Finland insurance company;...

The Department of Labor's Employee Benefits Security Administration determined he defrauded $2 million from the Rehabilitation Center for Children & Adults Inc. Pension Trust

FINRA is encouraging firms to undertake a qualitative review of their supervisory practices ranging back to 2013—not a full quantitative analysis of individual 529 plan transactions or recommendations.

A Vanguard study focusing on non-highly compensated employee (NHCE) behavior finds higher match thresholds are typically associated with lower plan participation and lower employee contribution rates.

The high stated retirement confidence of physical workers reflects the fact that the sample is relatively young and majority male, according to Aegon researchers, who also say that...

Gradifi, a provider of student loan and college savings employee benefits, will offer EVERFI’s interactive financial wellness content and tools.

Starting people off with a deferral rate of 3% is actually a disservice, experts agree.

The program will go into effect for Travelers' U.S. employees in January 2020.