News

Ascensus Acquires Retirement Educators; Vestwell Partners with Kovack Advisors; LGIMA Expands U.S. Active Fixed Income team; and more.

The minimum investment for these types of services is as low as $5,000.

The event is December 15.

The Retirement Navigator identifies a user's savings persona and offers tips for improving retirement readiness.

CFP Board identifies this type of saver as confident about their retirement prospects.

Outsourced chief investment officer assets managed with discretion have more than doubled to nearly $1.3 trillion over the past five years, according to Cerulli Associates. 

A new survey by Vanguard found that cutting costs and minimizing risk were the top two concerns for corporate pension plan sponsors.

 

The strategic partnership with Spectra Benefits and Miller & Wade Group aims to helping employees view the HSA more like a retirement account for their health. 

The WTIA's partnership with Empower Retirement enables employers to offload virtually all administrative tasks.

Capital Group’s American Funds Joins AssetMark Platform; Charles Schwab Updates CTF Prices; and more.

The key to the increase in engagement seems to be automatic and mobile enrollment. 

The financial technology firm’s Blueprint service features a suite of digital tools designed to help advisers and firms comply with new requirements presented by the DOL’s fiduciary rule.

A bipartisan piece of legislation with backing in the House and Senate seeks to protect long-term participants in closed and frozen pensions.  

The affiliation will give Wells Fargo a platform to help investors build, implement and rebalance tailored portfolios online based on responses to investing questionnaires.

Approved in 2014 by the Internal Revenue Service (IRS), new rules allow owners of qualified plan assets to delay receiving distributions from the assets in a QLAC up...

The new online resource is devoted to educating families on the importance of saving for college and the potential benefits of saving through a 529 plan account. 

PGIM offers suggestions for helping pension plan sponsors manage longevity risk.

The RiXtrema database will allow advisers to benchmark fee structures against others based on several factors, including account size, geography and services offered, to prove they’re working in...

As the implementation date for the Department of Labor (DOL)’s Conflict of Interest rule approaches, Capital One Investing will be moving away from commission-based products within its retirement-account...

The number of DC specialist advisers making customized target-date fund recommendations has increased significantly in just the last year.