News

Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.

Seventy-five percent say they will take on fewer accounts with $25,000 or less in assets due to increased costs.

As a general matter, DC Direct Real Estate product structures should accommodate the unique considerations that are important to DC plan fiduciaries, such as investor eligibility, regulatory oversight...

The new PlanOnTarget initiative gives CUNA’s adviser clients new digital capabilities including self-service dashboards and enhanced analytics.

The study suggests advisers have pared back products and services for retirement investors, and compliance with the fiduciary rule will be costly.

BRI Launches Small Cap Index Powered by Wilshire; First Trust Launches Equity Index ETF; Vanguard Updates Benchmarks for Bond Funds; and more.

When they did trade, most inflows went to non-U.S. equities, according to Alight Solutions.

With new features, Orion clients will have access to customizable online forms. 

Some providers train call center staff to educate participants about the implications of taking a hardship and other options.

The DOL submitted a very brief document to a Minnesota district court apparently confirming the substantial development that it will seek to extend the fiduciary rule transition timetable. 

Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near...

Plaintiffs are challenging the way Prudential sets returns and fees within stable value contracts offered to ERISA plans. 

Advisers and plan sponsors may think the sanctions bill doesn't affect them, but it does, according to a Groom Law Group Benefits Brief.

But, as the ranks of advisers nearing retirement grows, there is a need for formal succession plans, TD Ameritrade says.

For plan sponsors, benefits include improved recordkeeping and reporting, online plan management capabilities and enhanced client support, Vanguard says.

Corporate funds saw a quarterly gain of 3.13%, compared to a median return of 2.88% for all plan types, according to the Wilshire TUCS.

With the equity markets riding high, more advisers are contemplating how to secure downside protection for their clients’ portfolios. 

A court shot down several actions plaintiffs suggested Target could have taken when it knew or should have known its stock price was artificially inflated.

The average employer contribution to staff retirement accounts is 6.6% of pay in companies with both Cash Balance and 401(k) plans, versus 3.7% of pay in firms with...

Today is the second and final deadline for submitting responses to the DOL’s broad RFI regarding the fiduciary rule expansion under ERISA—but late comments will also be accepted...