News

EPIC Advisors names director of client service; MassMutual names head of workplace distribution; and advisory firm offers financial management services to BancAlliance members.

Recognizing the new pleading standards set forth in Fifth Third v. Dudenhoeffer, the lawsuit suggests alternative actions plan fiduciaries could have taken rather than continuing to allow investments...

Float income are not retirement plan plan assets, a federal appellate court ruled.

Cerulli’s latest survey of institutional investor priorities and behaviors shows lasting momentum for multi-asset-class solutions, but also some challenges for the market segment. 

Among the recommendations is to establish a nationwide minimum-coverage standard to pre-empt the patchwork of state-by-state regulation that is already developing.

The upcoming webcast will detail major changes to the IRS determination letter and remedial plan amendment programs being implemented January 1. 

At year-end 2015, 89% of mutual fund assets in 401(k) plans were held in institutional and retail no-load share classes, according to the ICI.

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.

The IRS is asking DB plan sponsors to identify whether their plan has lump-sum risk transfer language.

Nobody really likes to think about the negative aspects of aging, but advisers have a legal obligation to pursue the long-term financial good of their clients.

The agency has announced three locations at which it will host its seminar.

Milliman unveiled the latest in a series of website enhancements for its defined contribution clients and their plan participants. 

Autopilot for Retirement Plans, a new product from Riskalyze, is billed as a “solution that advisers can use to match hundreds of participants with the right fund elections...

Among the 30 North American and European asset managers surveyed, none of the firms with securities lending programs had ended them, and several non-lending managers were considering restarting.

Employees with access to financial education have more savings.

Nearly one-third of asset managers cite the institutional channel as being their most important target for alternative investment expansion.  

The partnership is aimed at developing a program that “sets a new standard in fiduciary education and best practices.”

Contrary to conventional advice, researchers found the largest economic benefits from Roth investments accrue to high-income investors.

Men also think about retirement more often than women, and talk about it more frequently with work colleagues, a study finds.

The IRS, EBSA and the PBGC want to simplify and improve the process of creating and submitting the Form 5500 for employers.