News

A study by the CRR finds that while there are several sources of financial assistance for those suffering from cognitive impairment, some of these are underutilized.

The plaintiff alleges that the contract’s cancellation was not made with his and the other beneficiaries’ interests in mind, but rather to improve the parent/subsidiary companies’ financial positions...

J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs. 

Putting more into pensions cuts into plan sponsors' operating cash, which should be considered for their DB funding and investment strategies.

The new compliance support programming is free for advisers and seeks to “shed light on opacity surrounding financial regulations."

Advisers say the elimination of tax incentives to save would deter participation and lower savings rates.

“The tax rules have always been designed to tie the interests of the employer and the employee together," one former EBSA official says. “So if you mess up...

The median recordkeeper, trust and custody fee per participant is $59.

Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.

Voya Financial has launched a new advisory-based IRA platform aimed at cost efficiency.

PMC Providing Long/Short Equity Strategies; Vanguard Establishes Total Corporate Bond ETF; and Swell Investing Launches Impact IRA.

Thirty-eight percent do not participate in a 401(k) plan, individual retirement account (IRA) or other type of retirement plan.

A researcher from Arizona State University describes some surprising research findings that show many long-term equity investments fail to outperform short-term Treasuries.

This was the sixth straight quarter fixed sales have outperformed variable annuity sales, which hasn’t happened in almost 25 years.

More than two in 10 403(b) plans now automatically enroll participants.

The firm is launching a new website and digital tools to help advisers market their practice to retirement plan sponsors.

One Fidelity benefits consulting executive describes the inflation in retiree health care expenses as insidious and unrelenting.

Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states.

The complaint suggests plan officials ceded discretion to a provider to add any mutual fund it wished, “regardless of whether the funds were duplicative of other options, had...

Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year.