News

Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned by decisions.

Adhering to plan governance and minimizing plan risk are the next priorities.

Interpreting and applying a series of detailed recommendations from a magistrate judge, the district court will allow some parts of the litigation against MIT’s retirement plan fiduciaries to...

Wagner Law Group attorney underscores: The fiduciary rule is in effect.

The agency announced a pilot program that will offer mediation in certain Termination Liability Collection and Early Warning Program cases.

The Phillips 66 retirement plan committee has been sued for allowing ConocoPhillips stock funds to be included in the plan's investment lineup.

Segal Marco Advisors suggests a framework to identify and manage operational risks for public sector DC plans that could also be used for corporate plans.

Mergers and acquisitions in the RIA industry are setting new records for the fifth consecutive year.

The Eight Circuit Court of Appeals has backed the decision of a lower court to summarily dismiss a lawsuit filed by participants in an over-funded defined benefit plan...

But among the 58% of these investors who do, expectations run high.

However, a LIMRA report reveals some disparities with that number. 

How to best serve your clients and know when to grow your practice.

A survey finds only 22% of Americans have worked with a financial adviser to figure out how much income they will need in retirement.

A Voya Financial study encourages plan sponsors to raise the default savings rate in automatic enrollment features. 

And nearly two-thirds, 63%, of advisers recommend annuities to clients who need income.

One of the most common stereotypes women investors face is low appetite for appropriate investment risk, but their investment preferences suggest otherwise, according to a survey.

A study suggests best practices for advisers to gain an investor's confidence.

With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.

L. Rita Fiumara from UBS shared generation-specific insights that can help shape retirement plan communications.

Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.