News

Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors. 

New research from Fidelity warns that plan sponsors’ increasing focus on health care is cutting back the amount of money and time they have to devote to retirement...

A federal district court judge only moved forward certain claims of breaches of fiduciary duty of prudence under the Employee Retirement Income Security Act (ERISA).

The complaint suggests the companies engaged in “Tammany-like” collusion to steer assets into more favorable investments; both providers have issued strong denials and requests for summary judgement. 

The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a...

A study by the CRR finds that while there are several sources of financial assistance for those suffering from cognitive impairment, some of these are underutilized.

The plaintiff alleges that the contract’s cancellation was not made with his and the other beneficiaries’ interests in mind, but rather to improve the parent/subsidiary companies’ financial positions...

J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs. 

Putting more into pensions cuts into plan sponsors' operating cash, which should be considered for their DB funding and investment strategies.

The new compliance support programming is free for advisers and seeks to “shed light on opacity surrounding financial regulations."

Advisers say the elimination of tax incentives to save would deter participation and lower savings rates.

“The tax rules have always been designed to tie the interests of the employer and the employee together," one former EBSA official says. “So if you mess up...

The median recordkeeper, trust and custody fee per participant is $59.

Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.

Voya Financial has launched a new advisory-based IRA platform aimed at cost efficiency.