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John Scott with Pew Charitable Trusts says there are some complicating factors that do not lend to a straightforward analysis of how this will affect those plans if...

American International Group Expands Retirement Business; OneAmerica Appoints President of Individual Insurance and Retirement Services; PenChecks Hires VP of Institutional Sales; and more.

The seminar will be held at Circus Circus Hotel on Thursday, March 23.

Whoever takes on the role of DOL Secretary will be tasked with overseeing the Trump administration’s response to the forthcoming fiduciary rule reforms. 

The lawsuit alleges the defendants failed to loyally and prudently monitor the fees and performance of 401(k) plan investment options, and simply retained in-house funds to enrich T....

Passive strategies continued to lead demand.

“Low growth, low interest rates and fully valued equities make the hope for strong future returns just that—a hope,” new research from Willis Towers Watson warns. 

The insurance company will pay $3,000,000 to a settlement fund.

The firms suggest their service integrations will enhance adviser-client conversations. 

Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more.

However, the motivation for moving outside assets or DC plan assets to the provider varies, so recordkeepers should tailor their communications to different groups.

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85%...

The new releases from the firm include Riskalyze Premier, a “next-generation autopilot platform,” and a series of eight Risk Number Models to guide client portfolios. 

Getting healthier, working longer, and reducing support for adult children were some of the many adjustments Americans said they were willing to make to address their retirement insecurity.

A new Cogent Reports analysis explores the strong difference of opinion about the DOL fiduciary rule visible across different advisory market segments. 

Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.

For 13 of the 20 trading days in January, participants favored equities over fixed income funds in their trades.

A look at the retirement plan run by CKE Restaurants offers some food for thought about why the company's CEO, Andrew Puzder, backed away from the post of...

The plaintiff argues she was improperly fired to prevent her from fully vesting in pension and retirees healthcare benefits. 

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