News

UBS will offer multiple ways for retirement account clients to pay their adviser, including through asset-based and commission-based structures, beginning imminently. 

Vestwell Hires VP of Sales; Fiduciary Benchmarks Revamping Key Teams; Great-West Investments Expands Leadership Team; and more.

With the new service, retirement plan sponsors have the flexibility to select from a broad universe of investments that follow Morningstar Investment Management’s asset-class rules and are within...

The iRetire platform now has decumulation-projection capabilities.

The SEC chair issued only a brief statement on his intention to work with DOL officials on reforming conflict of interest regulations—but his language is revealing.

Morningstar found for allocation funds, the do-nothing portfolio, such as TDFs, and investor returns were nearly identical and both were ahead of the average fund.

Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.

Women with children are much more likely than men to see job disruptions and a loss in retirement savings, warns a new MFS survey. 

Many are taking a proactive approach to managing their wealth.

DC plan providers are turning to cloud-based technology and other solutions to redesign communication geared toward different generational groups.

Imagine Retirement Right is Mutual of Omaha’s patent-pending approach to motivate employees to take an active role in improving their retirement savings.

They spend a median of two hours a week, or 100 hours a year, taking care of finances while on the job.

Exchange-traded funds remain a marginal part of the DC retirement plan market, but recent product evolution on the fixed-income side could change that.

They are saving aggressively to retire early, despite obstacles, and they are actively seeking information to guide their financial decisions.

HealthEquity’s new services will aim to combine wealth and health management for participants.

Learn about the most common plan errors and how plan sponsors can correct them under the IRS Self-Correction Program.

Anyone working in the retirement planning marketplace will have heard about recordkeeping margins being pushed to the floor—so why are some firms confidently doubling down?

Providing access to one-on-one financial planners who can create a customized plan for employees can help employees gain confidence in their financial well-being.

A federal judge called comparisons to other funds insufficient, and noted that funneling participant investments into a default fund is normal.

The new partnership shows brokerage firms serving RIAs are committing to delivering new fiduciary-minded technologies, especially scalable personalized advice solutions.