News

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

As more employers embrace the new “gig” or “flex” economy, the ranks of part-timers, including independent contractors, will continue to rise. Will employers change their retirement offerings?

Financial services firms are increasingly adopting technological tools, but consumers seem to still prefer a human face behind the machines.

The institute has proposed a framework to bring clarity, consistency and transparency to the valuation of financial instruments such as mortgage-backed securities, credit default swaps, complex bonds and...

Metlife Approves Brighthouse Spin Off; Marsh & McLennan Name CEO of Marsh; Wells Fargo Hires Head of Portfolio Solutions; and more.

A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.

An increased interest among employees for a full suite of health and financial wellness benefits is sparking employers’ interest.

BlackRock Moves Listing Venue for 50 iShares ETFs; Nuveen Enters Closed End Fund Merger.

The agency has made changes to its opinion letter program for pre-approved retirement plans.

With its publication in the Federal Register, the DOL’s request for information regarding its implementation (or not) of the fiduciary rule is officially open for public comment.

Asset managers and their institutional clients, DC and DB retirement plans included, are demanding more rigorous due diligence of mutual fund subadvisers.

Some firms also report handling certain rule preparations or implementation activities poorly in some ways and well in other ways.

In a notice, the IRS reminds retirement plan sponsors it no longer issues determination letters for individually designed plans.

The DOL argues it must not lose its broad authority to regulate the workplace retirement planning market—notwithstanding the fact that it may very well decline to aggressively enforce...

New research from the TIAA Institute compares the performance of print versus online plan communications.

Certain providers to non-ERISA 403(b) plans offered by political subdivisions of the state must now disclose conflicts-of-interest.

The suit, Barrett vs. Pioneer Natural Resources, was filed in the U.S. District Court for the District of Colorado and calls out the firm’s offering of both stable value...

A study by Willis Towers Watson argues that long-term horizon investing can generate as much as a 1.5% premium per year.

Some members of leadership in Congress have pledged to leave retirement plans alone, one speaker noted, but it remains to be seen how that will actually play out.

Dietrich & Associates has joined the BDO Alliance; Pentegra Hires 403(b) Consultant; Strategic Retirement Partners Expands Northern California Team; and more.