News

Past Wholesaler Forms Retirement Plan Consulting Firm; Pentegra Names TPA Operations Director; San Francisco-Based Advisory Firm Rebrands; and more

Willis Towers Watson suggests portals integrated with financial planning tools can help employees make strategic decisions about where to best save their money based on their unique financial...

They are also not interested in robo advisers, preferring to work with financial professionals in person.

Speaking at PLANSPONSOR's 2018 HSA Conference, Shad Fagerland, of counsel at Ivins, Phillips & Barker, discussed two bills, passed by the House, that would expand the use and...

“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a...

Reliance Trust will pay $4,545,454 back to the plan within 30 days.

As part of new adviser alignment and engagement initiatives, the firm this week launched an equity value participation program, as well as a loan program aimed at driving...

HealthView Services' Retirement Healthcare Cost Index shows a healthy 66-year-old couple retiring today will need 48% of their lifetime Social Security benefits to address total lifetime health care...

SS&C Technologies acquired DST Systems, so the new lawsuit is similar to a previous one against DST for failing to diversify assets in its profit sharing plan.

Regulation Best Interest lays out the core loyalty and disclosure duties of advisers and broker/dealers—and how these can be satisfied.

Northern Trust Launches Outsourced Trading Capability; State Street and Charles River Development Acquisition Improves Investment Platform; Mercer and Morningstar Launch Digital Analytics Platform; and more.

Only 31% of those between the ages of 22 and 35 are saving for retirement.

Once a federal judge dismissed the breach of fiduciary duty claims, she found most defendants were not fiduciaries with respect to the remaining claim.

A new white paper argues that investors can use their hard-earned dollars to make a positive impact on the world while also enhancing the performance characteristics of their...

Gen Xers are in a much better financial place, with many having paid down their student loans. This is enabling them to focus on retirement savings.

When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family.

Twenty-one percent of workers expect that working in retirement will provide them with a major source of income, but this is only true for 9% of retirees.

As part of the PRT agreement, Prudential will assume the responsibility for paying pension benefits to about 23,000 International Paper retirees.

According to the court, the consolidated complaint “pleads no facts sufficient to raise a plausible inference that defendants took any of the actions alleged for the purpose of...

When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.