News

The complaint calls out the use of United of Omaha-branded mutual funds and target-date funds, as well as a guaranteed fund managed by United of Omaha.

During a webinar called to discuss the advisory industry impacts of the Tax Cuts and Jobs Act, experts warned advisers to be ready to decline to offer tax...

In the case, the high court is asked whether an Employee Retirement Income Security Act (ERISA) claimant is barred from alleging a claim for breach of fiduciary duty...

The new dedicated team of servicing executives and account managers are experienced within their retirement plan or voluntary employee benefits specialties.

Only 31% of Americans are confident they will have saved enough by the time they retire.

Franklin Templeton's lawyers argued that while a Supreme Court ruling allowed the plaintiff to pursue an individual claim, he signed a waiver to not pursue class action lawsuits...

The tool analyzes administration fees as well as individual mutual fund fees.

Past Regional Wholesaler Promoted by John Hancock; Willis Towers Watson Appoints U.S. Head of Asset Management Exchange; Qualified Plans LLC Joins Ascensus TPA Solutions; and more.

In a dense dismissal decision, the district court offers a reminder of the exacting pleading standards of ERISA and statues of limitations before roundly rejecting the plaintiff's allegations...

More than one-quarter of organizations have or are planning or considering increasing 401(k) contributions, Willis Towers Watson finds.

Of the 48% who say their health care costs have increased, more than one-quarter have decreased their retirement plan contributions.

Organizations that have chosen to eliminate pension risk by terminating their plans can do this most effectively by working with advisers to implement an end-state strategy, Mercer suggests.

The new feature will work alongside the ProcessComposer and Mix feature, and will be powered through the Salesforce platform.

Only 20% said they were very confident they will have enough money to retire comfortably, Paychex found in a survey.

Voya Investment Management has become the latest signatory of the Principles for Responsible Investment pledge, stepping right into a hot debate about the role of environmental and societal...

PGIM Renames Domestic Fund Platform and Alger Expands Focused Portfolios Suite. 

However, an analysis among people in nine nations found U.S. LGBT workers rank the highest on the Aegon Retirement Readiness Index.

Strong stock market gains and a decrease in unemployment boost AICPA’s Personal Financial Satisfaction Index to a record high in the 24 years the trade group has been...

The interactive technology enables retirement advisers to demonstrate to plan sponsors how modifications in plan design can impact their employees’ retirement readiness, and the shifting cost of providing...

Voya Financial says these new one-minute videos will combine an individual's "monthly income replacement goals, estimated monthly retirement income and possible shortfalls" to visualize their path towards retirement.