News

The case had challenged multiple recordkeepers, multiple investment options and the use of retail share class funds.

The new business-development capability allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio.

With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.

The top two reasons include the attractive yield and return on investment as well as helping clients generate more income in their portfolios.

The partnership will focus on sustainable investing.

Forty-four percent of single people are saving for retirement, compared to 63% of married people.

The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families. 

A majority of young investors believe human advisers can generate a better ROI than robo-advisers, a recent survey finds.

The PLANADVISER National Conference was forced to reschedule this year due to Hurricane Irma. Our new dates are October 11-13 at the JW Marriott, Grande Lakes, Orlando.

During a press lunch in New York, Wells Fargo’s CEO of asset management issued a direct call to action for retirement plan advisers, sponsors and providers to do...

A participant accuses the firm of failing to prudently monitor and assess investment options for the plan.

At the same time, employees in ESPPs are using company stock to address financial wellness needs.

A court used plain language of the ESOP plan document to show the plan administrator's failure to implement participants diversification elections was "arbitrary and capricious."

In addition, more than one-quarter of recent retirees say life is worse because of income and cost of living.

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

Both parties together filed some 1,000 pages of paperwork, which the court declined to consider in denying the employer's motion to dismiss, in which it argued its plan...

The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents.

The lawsuit alleges that Voya charged the plan “an unreasonable asset-based fee of between 0.67% and 1.86% of the net assets invested in the various mutual funds offered...

The firm is taking a tech-first and mobile-ready approach toward helping employers roll out student loan refinancing as a benefit option for employees.

Defendants pursued an “exceptionally imprudent investment strategy” with respect to a significant portion of the DST System retirement plan’s assets, plaintiffs claim, resulting in up to $100 million...