They haven’t received quite the same number of comments as the DOL’s pending fiduciary regulations, but proposed liquidity rules from the SEC have clearly grabbed the investment and...
PLANADVISER announced today the winners of the second annual Advisers Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 31.
The ARA and Voya Financial call on the DOL to offer similar relief to private-sector retirement plans as it proposes for state-run plans for private-sector employees.
New data from Strategic Insight shows long-term mutual funds and ETFs attracted $158 billion of net new investment in 2015, despite $40 billion of outflows in December.
Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity.
In the years following the filing of a lawsuit against U.S. Bank, it has made changes to its DB plan investing practices that have resulted in the plan...
While the ability to implement auto enrollment will provide an immediate opportunity for church plan sponsors to improve participant outcomes, other parts of recently passed legislation also warrant...
Many independent advisory shop owners hope to retire by the early 2020s, spelling serious opportunity for large advisory networks with the resources and vision to make selective acquisitions.
The Supreme Court has denied a petition to review a case about restriction-of-venue clauses in retirement plan documents related to ERISA challenges—based not on the weakness of appellees’...
A new guide from the Consumer Financial Protection Bureau charts the complex twists and turns involved in a pension buyout—especially the trade-offs individuals face between lump sums and...
Guardian names new government affairs head; Mainstay expands institutional sales team; an acquisition for The Retirement Advantage; and GW&K Investment Management adds relationship management VP.
The defined contribution retirement planning industry always seems to be struggling for balance, observes Josh Cohen, a 20-plus year industry veteran currently running DC business for Russell Investments.
A lawsuit brought by participants in JP Morgan’s 401(k) plan alleging imprudence in keeping company stock in the plan was dismissed under the new Supreme Court standard.