News

Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and...

Retirement plan fiduciaries must understand the expenses their participants pay to make trades and access investments, but their duty to monitor and ensure reasonableness is not limited to...

Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them...

The total amount of net plan assets determines the applicable user fee now, not the number of participants.

Changes to the tax code will impact retirement planning beyond individual and pass-through business taxation; investing support tools and tax management platforms trusted by advisers have to make...

Cerulli Associates says this is advisers’ biggest challenge.

State Street Global Advisors reveals latest SPDR ETFs, and Charles Schwab announces addition of 12 ETFs to OneSource.

“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another...

“As we enter 2018, the macro environment remains supportive for the fixed-income markets,” reports Voya Investment Management CIO of Fixed Income Matt Toms.

A recent speech given by SEC Commissioner Kara Stein highlights the shifting landscape of mutual fund reporting, and how emerging technologies are reshaping the way investors will compare...

They want help with investments, participant education and fiduciary responsibilities.

Alongside numerous proposed changes, employees who work for three consecutive years with at least 500 hours of service each year would have to be made eligible to participate...

The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.

Different limits and rules for retirement plans qualified in Puerto Rico may cause some operational issues for plan sponsors.

Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move...

The settlement includes $12 million in monetary contributions, along with mandated administrative changes and the appointment of an independent monitor for the investment lineup. 

Even though there is no typical stable value fund, heading into 2018 there have been three typical types of lawsuits filed against fiduciaries offering stable value funds, according...

A federal district court judge has dismissed the university’s motion for reconsideration of its previous motion to dismiss, while simultaneously granting a motion to stay the litigation process...

The lawsuit alleged Great-West Life & Annuity Insurance Company breached its fiduciary duty of loyalty under ERISA Sections 502(a)(2) and (3)—namely by setting predetermined interest rates artificially low...

The Wall Street Journal published an analysis this week suggesting “at least five governmental agencies have received fake comments challenging the agencies' rules,” including the Department of Labor;...