News

Overall, funds recorded net redemptions in the month, Strategic Insight data shows.

Conflicting media reports have started to circulate, some to the effect that a delay of the DOL fiduciary rule has already been effectuated—others that are more skeptical this...

Ted Benna, whom some call the ‘father of the 401(k),’ and Lori Lucas of Callan, offer suggestions to improve retirement security for Americans.

Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively.

Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 

New York Life Names New CIO; Allianz Life Appoints New Senior VP; GW&K Creates General Counsel Position 

The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. 

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

Retirement industry executives overseeing one of the largest recordkeeping businesses around say they are optimistic for the future of DC retirement planning, whatever policies emerge from Washington. 

Financial novices are at major risk of diminishing decisionmaking capacity at the critical age of retirement, a study finds.

A federal court rejected Franklin Templeton's arguments that the plaintiff in the case failed to state a claim.

Advisers are “keenly aware of their clients’ moods and recognize that there are no ‘one size fits all’ retirement plans in the face of an unpredictable future,” research...

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. 

Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says.

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J....

This is the question in a petition before the Supreme Court in a case involving a leveraged buyout of an ESOP.

While market volatility and geopolitical events are major concerns for advisers, a new study suggests most aren’t utilizing strategies that can address these issues, such as strategic beta.

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

Women must save more than men to build an equivalent nest egg, NerdWallet finds.