News

Industry observers are pleased to see the overall deferral limits for 401(k) plans left unaffected, but there are still some important changes included in the bill concerning the...

To qualify for this relief, hardship withdrawals must be made by March 15, 2018.

For example, the agencies hope to issue final regulations regarding qualified nonelective contributions (QNECs) and qualified matching contributions (QMACs).

It appears 401(k) contributions won’t be affected by tax reform, but one industry veteran warns the process is still only just beginning—and that tax uncertainty is “unfortunately not...

RIAs established in 2016 had $55 billion in assets under management.

Franklin Templeton Presents Upcoming Passive ETFs; CLS Partners With Five Providers to Launch ETF Models; PFM Acquires FCM Assets to Include Stable Value Investments Offering.

The technology conversation is no longer simply about the amount of data available, but rather how it is used and, more specifically, how granular it is, as to...

Fifty-seven percent of Americans surveyed somewhat or strongly oppose reducing the maximum amount employees can defer pre-tax into a DC plan to $2,400 per year.

The inspiration to create BrightPlan was based on the idea that everyone deserves access to trusted, affordable financial advice that supports long-term financial goals. 

Public Funds gained 3.6% at the median in the second quarter, slightly ahead of Corporate Employee Retirement Income Security Act (ERISA) plans, at 3.2%, Northern Trust data shows.

Investors say the most important question an adviser can answer is how much can they afford to spend each year in retirement, according to a Dimensional Fund Advisors...

The GAO and the Treasury Department have also called for greater use of DC plan lifetime income options.

Leadership at both the DOL and SEC have signaled a willingness to work together to find complementary approaches to managing advisers’ conflicts of interest—but it will be a...

The tools are part of the new WisdomTree Advisor Solutions platform.

Over 40% of survey respondents indicate their organization has been offering a financial wellness program for 5 years or more.

ICMA-RC says the IRS favorable letter ruling is the first to adapt the auto-enrollment rules to a governmental 457(b) plan.

Find here a link to our sister publication’s chart denoting the 2018 maximum benefit and contribution limits set by the IRS, including current and historical limits on all...

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...

Fewer than one-third of Americans have $100,000 or more saved for retirement, an IALC survey finds.

One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.