News

Greater use of centralized portfolio management means advisers are under pressure to prove their value in other ways, such as offering financial wellness programs.

Providers are redesigning benefits programs to focus on health, financial wellness, job satisfaction and productivity.

Members of the "ACT" committee are in a unique position to provide observations about current or proposed IRS policies, programs and procedures, and suggest improvements through a yearly...

This means their financial health should be studied separately from men.

The rigors of the fiduciary duty can lead plan sponsors to overreact to fund manager changes in the interest of maintaining an atmosphere of proactivity with respect to...

“The headlines that focus on financially troubled multiemployer pension plans miss the point that the majority are healthy,” says Diane Gleave, senior vice president and an actuary with...

A Manhattan-based laser surgery center's owner was found to be in violation of ERISA. 

Participants successfully challenged Foot Locker’s determination of benefit accruals after the conversion of a traditional pension plan into a cash balance arrangement. 

Student Loan Genius Names New CEO; Cammack Retirement Hires Consultant; Mercer Advisors to Acquire Blue Moon Wealth Advisory; and more.

After a trip through the 9th Circuit and the U.S. Supreme Court, the case of Tibble vs. Edison has received another ruling in the district court where it...

Twenty five of T. Rowe Price’s mutual funds have been selected by Charles Schwab.

A new study by Mercer suggests an effective financial wellness program needs to raise employees’ financial courage or the confidence to engage in financial issues.

Experts with the American Academy of Actuaries argue the Annual Funding Notice process required of pension plans under ERISA Section 101(f) is “an example of a good idea...

A US SIF resource provides practical tips and suggestions.

Overall DB plan costs, costs from changing mortality assumptions and PBGC premium hikes are all factors plan sponsors take into consideration when deciding whether to implement a pension...

The Securities Industry and Financial Markets Association (SIFMA) has launched a redesigned website to highlight its data and resources on the capital markets.

Health care plan sponsors deal with much M&A activity, and that is where Voya hopes to grow its business.

PLANADVISER learns from Morningstar's research team about a new benchmarking service comparing 20,000 DC retirement plans to establish better comparisons of qualified plan costs versus IRAs.

Eaton Vance has updated its Adviser Top-of-Mind Index, revealing advisers' biggest concerns as well as potential solutions.

At a time when broker/dealer margins are being tightly squeezed, the company estimates the transaction can generate $75 million to $100 million of “EBITDA accretion.”