News

A new analysis from Lincoln Financial Group and Zeldis Research suggests few are aware of the wide range of solutions available to help address the potential financial impact...

Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.

The health system agreed to pay more than $350 million to settle a lawsuit challenging its pension plan's church plan status under ERISA.

A new toolkit is designed to help advisers comply with the DOL’s fiduciary rule through a number of tasks such as switching from fee- to commissioned-based investments.

A few data points in particular jump out of a new Charles Schwab study that clearly indicate the fundamental changes experienced by the advisory industry in the last...

Comparing the asset allocations between traditional and income-oriented TDF portfolios found greater allocations to high income-generating investments, according to a Wilshire analysis.

Trustworthiness is a must-have ingredient for brand consideration in the defined contribution (DC) industry, according to a new analysis from Cogent Reports. 

The tool is designed to help advisers seamlessly transition IRAs from commission status to fee based in order to comply with the DOL’s Fiduciary Rule.

The MoneyGuidePro suite of services aims to streamline the process of determining clients’ best interest as defined by the DOL.

Wells Fargo faces a third ERISA stock drop lawsuit in the U. S. District Court for the District of Minnesota.

Cashouts are the biggest portion of defined contribution retirement plan leakage, but what can be done?

The announcement impacts both IRAs and qualified plans. 

The DOL’s conflict of interest reform is expected by providers to have the biggest impact on financial services since ERISA was enacted in 1974, according to research from...

While the United States' overall value rose slightly in the 2016 Melbourne Mercer Global Pension Index, the index report notes that as a country with a lower-middle rating...

“The history of the ERISA industry has shown that any time there’s real change there is also real opportunity that comes along with it.”

The firm’s Fiduciary Investment Services will add on to the firm’s PNC Retirement Solutions offering and provide 3(38) investment services.

Retirement plans can provide this relief to employees and certain members in disaster area localities affected by Hurricane Matthew and designated for individual assistance by the FEMA. 

A new BlackRock survey finds opportunities for investors wanting to help concerned Americans.

The enforcement actions accuse two brokerage firms of “deceptive, dishonest, and unethical conduct.”

They also anticipate that as the election draws near, the markets will become more volatile.