News

John Hancock Expands Institutional Sales Team; CUNA Mutual Retirement Tackles TPA Market; OneAmeirca Appoints Regional Sales Director; and more.

The vast majority of Millennials say they plan to work in retirement—while fewer than one in five of today’s retirees  have ever worked for pay after initially leaving...

A 403(b) plan participant is claiming that Voya set crediting rates for stable value funds lower than rates of return in order to make a profit.

Small business owners have embraced the strategy of offering a safe harbor 401(k) plan to simplify compliance with annual ADP/ACP and top heavy nondiscrimination testing. 

In 2016, the number of defined benefit plans with a funded status less than 80% increased to 28%, from 21% in 2015, according to a new survey by...

T. Rowe Price Expands 401(k) Brokerage Services with Charles Schwab; Wilshire Launches New EVA Index Family; USAA Launches R6 Retirement Share Classes; and more.

A federal judge has asked for an amended complaint showing that a stable value fund provider set interest crediting rates below actual rates of return in order to...

Institutional investors worldwide are expecting to make many asset allocation changes in the next one to two years, according to the new Fidelity Global Institutional Investor Survey. 

Advisers recommend an average of just 2.2 plan providers to prospective clients, a new report suggests. 

A majority of Millennials entering the workforce are enrolled in their employer’s plan and begin saving earlier in their career due to automatic enrollment, an analysis finds.

The new fiduciary rule will motivate sponsors to take a harder look at the offerings and performance of service providers—including recordkeepers, investment managers and advisers.

Data from Cerulli Associates shows a bright future for fee-based advisory arrangements—but individual advisory firms may struggle to maintain profitability. 

Advisers can use suggestions from Willis Towers Watson to engage DB clients in thinking about investment actions in 2017.

The new platform is designed to build interactive reports for advisers to provide to plan sponsors and participants.

A U.S. District Court has handed down a DOL-friendly ruling in one piece of anti-fiduciary rule litigation that is seeking more leniency for fixed-index annuity providers. 

New research suggests that an investment manager organization with a culture of purpose and passion has better long-term outcomes than those that don't.

But people give themselves a “C” when it comes to actually being prepared to retire.

A new survey found that most independent financial advisers expect a strong economy for 2017 under President-elect Donald Trump, and a majority want him to repeal the DOL...

In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.

A new study by Spectrem Group highlights increased trust of financial advisers among wealthy investors, and it offers guidance on how advisers can enhance their relationships with clients.