News

Lazard Launches Equity Portfolio; American Century Reorganizes Income Fund; Nuveen Releases ESG U.S. Aggregate Bond ETF; and more.

The firm says this “first of its kind compliance-approved text messaging solution for financial advisers” helps maximize convenient client communication. 

"There's way too much product and a lot of confusion," says Don Robinson with Palladiem.

Three documents set forth mortality tables to be used by certain DB plans in actuarial assumptions and the procedures to request the use of plan-specific mortality tables instead.

A research paper examines three levers that DB plan sponsors can use to enhance portfolio outcomes in a low-interest-rate environment.

Through a single partner, employers will be able to manage health care benefits, promote enrollment and satisfy compliance requirements.

A new platform identifies a client’s financial decisionmaking process to help advisers make better recommendations.

Broker/dealers (B/Ds) can address new regulatory pressures, and new competition, by enhancing their value proposition and embracing technology, a report by Cerulli suggests.

The plaintiffs’ allegations regarding what they allege to be an excessive amount of investment options was summarily tossed by the court, which cites a number of important recent...

From a rapidly evolving recordkeeping provider landscape to a potential wholesale rewrite of the tax treatment of retirement assets, today’s environment puts advisers and their clients in a...

Although the court dismissed claims regarding risky investments in TDFs and participant fee disclosure failures, Verizon still faces a charge regarding an underperforming investment.

The checklist covers various fiduciary responsibilities including those not associated with supposed delays or changes to the fiduciary rule, RiXtrema says.

Savers can now invest intelligently and reduce costs with a single view of their retirement and health funds, the firms suggest. 

The technical update specifically addresses active participant reduction event requirements.

More investment providers are now using ETFs within glide-path-based portfolios, but the business development leader at Stadion says his firm has long embraced the approach, as exemplified by...

Fifty-nine percent are unsure about who to go to for financial advice and guidance, a survey finds.

The agency is also proposing that plan sponsors be offered a pre-filing consultation.

The Prudential Insurance Company of America has agreed to provide a group annuity contract and take on approximately $1.3 billion in pension liabilities from International Paper, focusing on...

Many sponsors in the mid- and small-plan market, facing pressure from participants and regulators, are seeking DC specialist advisers for the first time.

Participants of the of the Delta Family-Care Savings Plan sued Fidelity entities regarding excessive fees charged for the plan’s advice offering as well as its self-directed brokerage account...