News

The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments. 

Americans are confident DC plans will help them meet their retirement goals, ICI found.

The direct-to-sponsor firm proudly brands itself as an advisory industry disruptor, boasting fast revenue growth and a 30-day average sales cycle; we sit down with lead strategy officer...

First Trust Launches Index Based ETF; BCG Adds Stadion 401(k) Managed Account on Recordkeeping Platform; Mercer Partners With Investment Metrics for Client Reporting; and more.

The Bipartisan Policy Center and Ric Edelman announce the launch of “Funding Our Future: A Campaign for America’s Retirement Security.”

However, a federal judge change the class definition for the imprudent investment claims because class representatives were not all invested in the funds challenged.

Nearly $700 million was in recoveries from enforcement actions.

Over a six-year period, projected income replacement scores in plans managed by Empower increased from 68% to 77.8%

While nearly half of Asian Americans surveyed defined their American Dream as being financially secure, most get financial guidance from family and friends.

Mercer suggests key priorities for DB plan sponsors for 2018.

This is up from 62% in 2005, Fidelity Investments says.

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.