News

For asset managers operating in an industry historically dependent on traditional active funds to buoy revenue and profits, the push towards index-linked investing can be worrying. 

Less than half of private-industry workers participate in employer-sponsored retirement plans, the Bureau of Labor Statistics reports.

IRS published a short, informal document explaining how its annual Cumulative List should be applied in the case of a terminating retirement plan. 

As long as plan sponsors make (and document) a reasonable effort to locate missing participants and benefices, they can leave alone Lines 4I of the Schedule H and...

Only 10% would not make an endorsement.

The appellate court remanded the case back to a district court for further proceedings.

The payment is part of a settlement of a combined lawsuit by the DOL and SEC.

Innovest Portfolio Solutions Hires New VP; Cavalier Investments Appoints New CIO; Raymond James Partners With Plan Adviser Firm, and more.

The Department is offering $100,000 in funding through the Portable Retirement Benefits Planning program.

The investment firm recommends ‘capital efficient hedging instruments.’

While Rocaton Investment Advisors strongly advocates for 403(b) plans to consolidate recordkeepers, even those that don't can improve their plans.

 Vanguard Closes Dividend Growth Fund; Morningstar Expands Commodity Research Into Oil, and more.

 

The plan sponsor ceased operations in 2004 and never properly terminated the plan.

Since retirees are spending less than they withdraw from financial accounts, they are accumulating money in checking accounts and may need to reinvest those assets, says Steve Utkus...

A new guide from Empower helps retirement plan advisers and sponsors check on the data security practices of recordkeepers.

Nearly one-quarter have adopted at least one approach in their DC retirement plans.

Both petitions to the high court question whether ERISA's church plan exemption applies so long as a pension plan is maintained by a qualifying church-affiliated organization, or whether...

Organizations and individuals in the retirement plan community are invited to submit comments or request to address the ERISA Advisory Council.

Fidelity's digital investing platform competes with robo advice providers by adding human component.

For nearly one-third of affluent investors, Social Security will provide half their retirement income, according to a study.