The request for information asks whether the BICE and PTEs should be delayed further and whether new streamlined exemptions could be probable given innovations in the industry since...
According to plaintiffs, the plan’s small size and lack of expertise allowed Nationwide to assess an unreasonable asset-based fee for recordkeeping and administration.
The lawsuit says Waddell & Reed forced its own 401(k) plan participants to choose among an investment lineup almost exclusively made up of funds managed by the company...
In a new final rule, the Department of Labor removed its final rules regarding the ERISA safe harbor of government-run plans for private-sector workers.
The eMoney Advisor platform will be updated with tools designed to help users suggest the right retirement products for clients based on their individual needs and preferences.
There are some important implications for the future of the retirement advisory industry in the organizational history of LPL Financial’s retirement arm and its acquired businesses, particularly NRP.
Investors are prone to risky behavior during market downturns and TDF glide paths should protect against these shifts, says a portfolio strategist with Charles Schwab.
"Plan advisers can also use this as a tool to deepen relationships and continue to add value to a sponsor,” says Charlie Nelson, CEO of Retirement for Voya...
The system engages fiduciaries and advisers throughout the process, allowing them to see their plan investments and understand why each fund is becoming more or less aligned with...