News

The DOL has published additional fiduciary rule transition period compliance guidance in the form of frequently asked questions; some aspects of the FAQ will clearly be welcomed by...

This is up from 8% in 2011.

Marsh & McLennan Agency Expands Leadership; Zenith American Solutions Acquires Insurance Programmers; Hirtle Callaghan Hires Head of Client Engagement; and more.

While four out of five employers say they support employees working past age 65, they also understand that an aging workforce has its drawbacks. 

A former Great-West Investments president will take the lead at Ascensus, which is undergoing a structural transformation.

Advisers can help retirement plan sponsors design their plans and financial wellness programs to get participants to defer enough to receive the company's matching contribution.

Deutsche AM Slashes Mutual Fund Expenses; Fidelity Cuts Expenses on Mutual Funds; Transamerica Debuts Smart Beta ETFs; and more.

DiMeo Schneider & Associates, L.L.C. has rolled out SMART PLAN, for which it will accept fiduciary responsibility as a 3(38) discretionary manager for plans with assets between $10...

Beyond the ongoing fiduciary rule RFI process, the DOL also has slated for this month an interim final rule about an amendment to its Abandoned Plan Program.

The motivation for creating the Outcome Optimizer was born out of the understanding that plan sponsors and business owners are competitive by nature and, for the most part,...

Only 37% think they will have a satisfying retirement.

Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.

With less than generous government retirement income provisions, Americans can benefit from effective advice about managing finances in order to contribute more to retirement savings plans.

Tell them about how they are putting their retirement at a disadvantage, one expert recommends.

Most executives interviewed by Cerulli believe that home-office discretion will increase as “underperforming advisers are identified and persuaded to use portfolios created by the headquarters consulting group.”

However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.

There are certainly states that are attempting to do so, but it’s unclear whether ERISA’s preemption of state law will render their efforts toothless. 

PwC finds some DB plan sponsors are using multiple discount rates, and some have moved to mark-to-market accounting.

Health crises, job losses and other life transitions can reduce workers’ earnings and cause them to stop saving for retirement.

A federal court judge found American Century defendants have not shown producing the profitability, expense and performance reports would be unduly burdensome or disproportional to the needs of...