News

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

In general, employers are looking to their advisers to help them design and measure programs that are implemented by their well-being providers and/or recordkeeper, Fidelity says.

An increase in the number of TDF providers has been a positive development for investors, as it has led to lower fees and more product choices, according to...

The plaintiffs did not meet pleading standards set forth in Fifth Third v. Dudenhoeffer, according to a district court opinion.

Most are confident the economy will improve this year, but the majority would like more help with long-term financial planning.

A new rule will reduce guaranteed lifetime income from the military’s pension by 20%, but financial advisers are keen in helping service members offset the potential losses.

The document is a volume submitter format and is designed to accommodate both ERISA and non-ERISA plans as well as church plans and plans for governmental entities.

The lawsuit contends layering of BlackRock proprietary funds within its TDFs causes excessive fees for plan participants.

The Lifetime Income Disclosure Act would require employer-sponsored plans to provide participants with statements detailing potential lifetime income from annuities.

Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.

Before ultimately finding plaintiffs' claims were time-barred, a judge found Putnam's mutual fund fees were reasonable and a comparison to Vanguard funds was "apples to oranges."

The bill amends the nondiscrimination rules to protect older workers in plans that have been closed or frozen.

When issues are detected during a plan year they can also, most likely, be corrected prior to plan year end, JMM CPA says.

The plaintiffs claim the defendants breached their fiduciary duties because a prudent fiduciary would not retain the American Beacon Funds, which were created by American Airlines' parent company,...

Nationwide Adds 3(21) Fiduciary Service from IRON Financial; intellicents to Use Schwab Automated Investment Management Program; Delaware Investments Rebrands; and more.

Their practice management programs also help attract and retain advisers.

The new DC plan solution combines human touch and technology to make the onboarding experience easier.

A new assessment by Fidelity Investments measures financial wellness by taking into account money management skills and feelings toward finance. 

Twenty percent of those with a net worth of $5 million or more worry they will have enough money to last them in retirement.