News

The president and CIO of Ryan Labs describes in detail the mechanics behind the firm’s new defensive bond portfolio strategy—and the way his work continues to be shaped...

Following extensively detailed deliberation citing important SCOTUS rulings and other precedents, the district court ruling rejects a multiemployer plan’s usage of the so-called “Segal Blend” to set the...

The agency ended its determination letter program effective in 2017, but said it will measure the need for exceptions in a variety of ways including annual input from...

More than 60% of advisers polled by Cerulli Associates agree that client demand for “financial planning” is increasing; at the same time, broker/dealers are refining their digital planning...

Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.

Sixty-three percent of workers between the ages of 26 and 64 participated or had a spouse that participated in a retirement plan in 2014, according to the ICI.

The “Getting It Right – Know Your Fiduciary Responsibilities” seminar will be held in Providence, Rhode Island, on June 28.

The newly created multiple employer plan (MEP) will help plan sponsors reduce their administrative burdens.

However, they are very responsible with their budgets, with 53% having an emergency fund

By enabling a new skill, participants in retirement plans recordkept by Prudential can ask Amazon's Alexa for balance information, rates of return and outstanding loan balances.

The lawsuit brought by a participant in a Washington University retirement plan challenges TIAA's use of collateral in its loan process and the provider's retention of some interest...

The goal is to motivate more women to become financial advisers through business network referrals.

Given a personal finance survey, participants could answer only half of the questions correctly

The ERISA Advisory Council has provided the DOL with recommendations for design and delivery improvements with respect to the Summary Plan Description, the Annual Funding Notice and the...

55ip will use Fi360’s Fiduciary Score as a factor in 55ip’s investment strategy engine.

The Pension Benefit Guaranty Corporation (PBGC) is issuing guidance to assist multiemployer pension plans that request PBGC review of alternative plan rules for satisfying employer withdrawal liability.

The lawsuit alleges Yale defendants acted imprudently with regard to recordkeeping and investment fees for the plan.

Employers may offer employees the opportunity to purchase an annuity through payroll deductions.

Financial advisers almost universally report the use of social media has changed how they communicate with and win new clients; however, they disagree to some extent about the...