News

Three-quarters of advisers believe they understand annuities well, yet of that number, 62% say their clients do not.

Chris Barlow, national director of defined contribution investments for BMO GAM, riffs on the results of a new “DC Conversations” industry assessment; among the top findings is a...

The flows went primarily to bond, stable value and money market funds.

The former owner is also barred from serving as a fiduciary, trustee, agent, or representative to an employee benefit plan. 

“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve...

One day after a complaint was filed, Philips North America agreed to pay $17,000,000 to settle the lawsuit questioning its failure to offer a stable value fund and...

The mobile app looks to increase productivity for when plan sponsors have no access to their desks. 

For calendar year 2019, the annual limitation on deductions for an individual with self-only coverage under a high-deductible health plan is $3,500.

A mere 29% know that they are vehicles for education savings, Edward Jones found in a survey

Barrow, Hanley Hires Director of Client Development for Fixed Income Strategies; Former SEC Counsel Joins Morrison & Foerster as Partner; Transamerica Veterans Expand Distribution Roles; and more.

A federal district court has ordered eye-care company Eye Centers of Tennessee LLC, its owner Dr. Larry E. Patterson, and its office administrator Raymond K. Mays to pay...

Despite Wells Fargo's admission and resolution of an error, the Chattanooga Fire & Police Pension Fund wants an accounting of all compensation the bank received while it was...

Retirement Pathfinder is dynamic, allowing for ad-hoc changes and a host of different scenarios.

Only 19% of the small to mid-size business leaders said they are “very familiar” with their retirement plan fees, while 34% said they are “not at all familiar”...

It would provide $500 million in support of employee stock ownership plan (ESOP) programs and would operate through the Small Business Administration.

“OnePension is a good fit at the workplace for plan sponsors wanting to provide participants an annuity (guaranteed lifetime income) to ensure that employees, once their working career...

Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.

For advisers, 78% of respondents to a survey who use advisers indicate their advisers discuss risk tolerance, although only 50% say they discuss guaranteed lifetime income with their...