News

ForUsAll's Safe Harbor 401(k) Resource Center includes a “Safe Harbor 101” handbook and a Safe Harbor Cost Calculator, among other things.

The new technology access will allow PlanPILOT to perform more requests for proposals (RFPs) and reduce the time commitment for all involved, including candidates.

“It is essential for traditional financial advice providers to view digital advice delivery not as a force that will displace them, but instead as a way to deliver...

One early commentator tells PLANADVISER he expects the new DOL fiduciary rule will still be implemented, yet there is undoubtedly a new atmosphere of uncertainty with the presidential...

Professional Website Services by ERISApedia is designed to support financial advisers that work in the qualified plan space by helping them create or enhance their Web presence with...

“The median return of the three plan types varied slightly, but the way each achieved its strong positive return was distinctive,” says Amy Garrigues with Northern Trust.

The board says stakeholders have stated that the current presentation requirement has less value and requires users to incur greater costs in analyzing financial statements.

A new analysis contends that, with careful governance practices in place, managing a compliant and effective retirement plan doesn’t have to be burdensome or even difficult.

A new report urges investors to look beyond the peripheral politics of ESG investing and think instead about the very real “systems-level” risks presented by issues such as...

The agency is considering amendments to hybrid plan rules to address implicit interest pension equity plans.

A new study by Scottrade offers some surprising insight into the different investment decisions and market outlooks based on gender.

“While target-date funds can be a simple, cost-effective option for employees, managed account participants tend to save more compared to target-date investors.”

A U.S. district court judge has ruled in favor of the DOL fiduciary rule’s pending implementation, defeating fixed-indexed annuity providers’ effort to stall the groundbreaking regulation in court.

The agency announced the availability of “Issue Snapshots” about tax-related issues for retirement plan practitioners.

The firm’s fee-policy statement covers several aspects of fee structures including fiduciary duties relating to the plan’s payment of fees.

The agency has issued a List of Required Modifications (LRMs) and Information Package for use with prototype SIMPLE IRAs.

The Sequence of Returns calculator uses rates of return from a historical index to illustrate the potential performance of retirement investments.

Roth IRA conversions may offer estate-planning advantages, according to a new paper by Vanguard.

Advisers will certainly have heard questions from clients about the use of 12b-1 fees moving forward under the new DOL fiduciary rule; what are the experts saying?

The firm initially planned to halt commission-based brokerage sales to retirement accounts when the first DOL fiduciary rule deadlines arrive in 2017, but Merrill Lynch has decided to...