News

Senate Democrats are highlighting the publication of the Congressional Budget Office’s scoring of proposed legislation known as the Butch Lewis Act, which seeks to “put union pension plans...

A subset of return on investment, VOI is more nuanced, MetLife says.

Sponsors of defined contribution (DC) plans are invited to respond to the annual PLANSPONSOR DC Survey through October 5. The survey is among our largest and most important...

Noting that they believe a more viable customer relationship summary (CRS) form can still be developed by the SEC as part of its Regulation Best Interest proposal, a...

Via the new client interface, participants can see their projected health care costs in retirement compared against the projected balance in their HSA.

Besides evaluating participant financial stress levels, a new OneAmerica survey also looks at the specific factors causing participants to experience financial stress.

Form ADV includes a number of questions about the custody of client assets; these questions continue to be a source of widespread confusion and inconsistent interpretations in the...

A trio of bills introduced before the House Ways and Means Committee this week offer the first detailed look at Republican Congressional leaders’ hopes for “Tax Reform 2.0,”...

A majority of Americans say they have not fully recovered financially from the Great Recession of 2008.

While an analysis by Modern Markets Initiative focuses specifically on public pension funds, the company notes that the tax will affect all defined benefit (DB) plans, individual retirement...

The platform aims to process plan transactions from reputable, timely providers.

Sixty-four percent of participants in their 20s own a TDF.

Many view this as a way to make their practices more efficient, plus add value.

Cerulli says retirement specialist advisers are becoming more knowledgeable about and comfortable with CITs, and the research firm expects CITs will continue to expand their share of 401(k)...

Advisers interested in participating are called on to submit info electronically.

Of the 805,623 non-clerical employees of SEC-registered firms, more than half spend the bulk of their time providing investment advisory services or research.

CapAcuity has entered the non-qualified retirement plan provider market.

The SEC included these proposals as part of its proposed best interest standards for investment advisers.

OneAmerica Expands Sales Team with Three Hires; Mesirow Board of Directors Member Appointed as CEO; LifeYield and SS&C Merge to Produce Adviser Solutions Suite; and more.