News

Sales of fixed indexed annuities came in 21% higher for the second quarter of 2018 compared with the first quarter results, according to LIMRA SRI data, shattering the...

The majority describe the American Dream as financial security for themselves and their family, and 54% think it is unattainable.

In addition, a mere 18% of workers are very confident they will be able to retire with a comfortable lifestyle.

Echoing its original ruling, the district court’s second take concludes the lead plaintiff’s underlying allegations do not provide “more than a sheer possibility that a defendant has acted...

The IRS has extended the deadline for submitting on-cycle applications for opinion letters for pre-approved defined contribution (DC) plans for the third six-year remedial amendment cycle to December...

IRS Private Letter Rulings are directed only to the taxpayer requesting it; however, they can give retirement plan practitioners an idea of what the IRS thinks about plan...

Beyond the nearly $22 million in monetary terms, the settlement agreement includes substantial prospective relief to be provided by Deutsche Bank.

Asked what they look for in an adviser, Millennials say experience, followed by someone with similar demographic qualities as themselves.

Continuing the trend from the first quarter, corporate retirement funds and health care plans lagged during Q2 2018, according to BNY Mellon data.

One element of the Financial Wellness 360 program is Lifestyle Benefits, a suite of self-service resources that help employees “address today’s financial challenges and prepare for tomorrow.”

New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening...

Litigator Rejoins Reed Smith; Cerulli Integrates MMI Advisory Platform; LCG Associates Promotes Investment Analyst to Consultant; and more.

The importance of workplace financial wellbeing programs jumped five points in the 2018 Consumer Health Mindset Study from Alight Solutions.

US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.   

According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals...

While not disagreeing with a federal court judge's decision, the plaintiff says the judge's findings about certain plan committee members warrants her ordering them to be removed.

The program hopes to guide financial professionals in providing and supporting financial wellness benefits. 

Workers can move the entire match over or just a portion of it.

The new website introduces a range of content and videos, a blog, a library of plan design comparison tools, retirement calculators, administrator user guides, account access and comprehensive...