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Younger people are mostly focused on matches, while older folks concentrate on distribution options.

The program aims to help advisers align with clients’ charitable goals.

The lawsuit was filed after disclosure of Foreign Corrupt Practices Act violations in Avon's China operations.

Most providers expect the new legislation will help them retain assets.

Two-thirds of participants surveyed said helping them know how much more they should be saving or how much they should have in their retirement plan today is a...

This year, Social Security will spend $15.7 billion more than it collects in taxes.

The aim is to help advisers comply with the new fiduciary rule.

401(k) advisers and plan sponsors have expressed interest in a customized POLICE Report to show only the funds offered in their plans.

The conditions are part of a lawsuit settlement with the DOL.

Prudential Names Head of New Full Service Solutions Business; Willis Towers Watson Appoints Head of Delegated Investment Solutions; Chief Investment Strategist for TIAA Investments Appointed, and more.

VALIC names vice president, Consultant Management; Pentegra and Newport Group hire regional directors; and FSI Announces 2017 board elections.

There have already been regulations to address DC plan sponsors’ concerns about adding retirement income products to their plan, and Angela Winingham, with MetLife, said she thinks there...

"Mega” plans are leading the way in the decoupling of asset management from recordkeeping, SEI finds.

Although the consultant is not named as a defendant in the suit, a former pension plan participant argues she was a fiduciary of the plan, rendering the named...

“Other than financial strength, benefits administration service is the most important factor in the fiduciary selection of an annuity provider,” says Steve Keating with Penbridge Advisors.

The new “Trends” module within MercerInsight provides real time information about manager searches and fees. 

Corporate class action litigation often comes in waves—certainly this is the case in the retirement planning industry, which has seen a rash of “self-dealing” lawsuits filed against service...

However, fees and investment performance are still top of mind.

The application puts retirement savings goals front and center.

 

OppenheimerFunds created the CEO Advisor Institute to help financial professionals “run their businesses like world-class CEOs and engage their clients as trusted global advisers.”