News

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...

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.