News

Defendants wanted their agreement to extend negotiations beyond ERISA's six-year statute of limitations to be nulled.

The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to retirement plan participants.

New research from BMO Wealth Management underscores the role psychological biases can play in shaping people's approaches to financial planning throughout their lives. 

The agency has told examiners not to challenge plan sponsors who have taken these steps.

The product is designed for employers with 100 or fewer employees.

The lawsuit concerns the offering of investment options management by General Electric Asset Management.

The original complaint accuses the plan and its administrative and investment committees of self-dealing, causing excessive fees to be charged by service providers and mismanaging the plan’s emerging...

Regional Director for Qualified Retirement Plan Sales Joins Pentegra; ABG to Partner with Stadion for Managed Account Retirement Strategy; Provident to Move Into Ascensus’ Retirement Division 

This is a 2.25% increase from the average balance in the second quarter of the year.

The final version of a proposed rule that will extend by 18 months the transition period for the implementation of the DOL fiduciary rule is now being reviewed...

New research follows previous Cerulli analyses showing home-office discretion over advisory clients' investment exposures will increase significantly under the DOL fiduciary rule and other competitive pressures.

In addition, the number of health savings account holders on Fidelity’s platform increased 35% over the last year.

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...