News

Nationwide Combines Public and Private Retirement Plan Teams; Lincoln Financial Names New President of Tax-Exempt Retirement Plans; Consequent Capital Management Acquires Gray & Company Assets; and more. 

Aon plc, President & CEO Greg Case said, "We believe that this platform will thrive under Blackstone’s ownership as a focused, standalone company."

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

Couples need to set financial priorities, and access to advisers can help, says David Ray with TIAA.

With expected lower returns and increasing longevity, research suggests adviser need to adjust their assumptions or planning software to present participants with more realistic goals.

An EBRI analysis examines reasons why demand for immediate annuities among retirees and near-retirees remains low. 

Less than a quarter know the basics about finances.

Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds 

A Texas district court judge has rejected industry arguments that the DOL exceeded its authority in crafting the forthcoming fiduciary rule—what this spells for the regulation’s future under...

Their concerns are that small businesses will be discouraged from offering retirement plans to employees, and that employees put into state-run plans will not have the protections of...

Three-quarters of divorced people in this age range don’t know enough about handling their personal finances.

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

Some experts see CITs gaining big ground in retirement plans; others see mutual funds holding them off. 

A revenue ruling reveals compensation tables for use in determining contributions to defined benefit plans as well as the taxable wage based used in permitted disparity contribution formulas...

The updated procedures on determination letter requests comes after the IRS essentially ended its determination letter program.

The “Essential Retirement Advisor” program offers broad fiduciary training designed to help advice professionals stay up-do-date with the latest regulatory challenges. 

A new publication from the SEC outlines the five most frequent compliance topics identified in deficiency letters sent to SEC-registered investment advisers.

Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions. 

The latest results of the Fidelity Advisor Investment Pulse survey show advisers continue to focus on implementation of new fiduciary controls across different elements of their practices.

HR platform provider Gusto is making 529 plans available through a partnership with Gradvisor.