News

Professional U.S. investors say protecting capital in down markets is one of the most important considerations when selecting an active manager.

In the long-running Tussey v. ABB lawsuit, a court found ABB breached its fiduciary duties, but a procedural error by plaintiffs handed ABB the win.

A paper studies just how financially literate LinkedIn users are, with the so-called Big Three literacy questions as their starting point.

Betterment will use newly available Social Security benefit data in its RetireGuide advice engine.

Daniel Barry will join the Mountain West office.

Financial advisers are increasingly embracing alternative investments, a survey by Morningstar and Barron’s finds.

Only 12% of those not retired expect to ever completely retire.

The program for HR and benefit plan professionals helps them understand issues facing all generations in the workforce.

The plan’s recordkeeper refused to make distributions after the former plan fiduciary changed each participant’s address to his own.

Legislation in Connecticut will protect transferred pension assets from creditor claims.

Effective July 9, DB plan sponsors may no longer offer a lump-sum window to participants who have begun receiving installments.

BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.

These clauses can cover costs when being sued—but they don’t eliminate fiduciary responsibilities.

Four Seasons Financial Education has created an employee-paid financial wellness program.

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.

Why are older Americans’ retirement income shortfalls everyone’s problem?

A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans.

Antonio Duarte has joined Fiduciary Investment Advisors as a consultant.

Advisers can aid retirement readiness through expanded use of auto-features that go beyond enrollment.

Many advisers evoke the idea of “passion for work” as an anchor for their brand. But as the industry continues to be more competitive, is an idea enough?