News

Proposed rules in January provided nondiscrimination testing relief.

According to one Fidelity executive, the key to getting customers to embrace a new service is to include them in its development. 

The three calculators for advisers to use with their participant clients are the: Paycheck Analysis, 1040 Analysis and Projections.

Asset classes with the most inflows were Bond funds, GIC/Stable Value funds, and Money Market funds.

The Old-Age and Survivors Insurance, and Disability Insurance (OASDI) Trust Funds are still projected to become depleted in 2034.

The personalized video and online calculator are both focused on retirement income.

Many witnesses agreed that any open MEP legislation should not be overly burdensome and should not include the "one bad apple" rule.

A group of Senators are putting aside party divisions to introduce the Retirement Savings Lost and Found Act. 

The firm will hold both local events and webcasts featuring its own and outside experts.

Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. 

New research from Prudential Retirement finds clear evidence that those who are more familiar with key financial topics are far likelier to describe them as important to the...

Empower will work in conjunction with SPARK to develop an industry-wide forum in which members could build a set of agreed-upon priorities.

In the wake of the DOL rulemaking, a financial advisory firm acts at its peril if it overlooks the prudent investor rule, a new research paper says.

Plaintiffs in the suit contend plan fiduciaries did not follow ERISA, then claimed "church plan" status when announcing the plan would be terminated.

But the outlook for both sexes isn’t good.

Nearly seven out of 10 are not working with a financial adviser.

Plan sponsors are coming to appreciate that a smaller investment menu does not necessarily imply a less sophisticated menu. 

Financial advisers of the future will have to cope with serving a workforce that is much more mobile and does not necessarily spend much time tethered to a...

In addition, International/Global Equity funds experienced $7.8 billion of net outflows during the month, Strategic Insight data shows.

Fidelity is launching three new low-cost index funds.