News

The new Omnia Platform delivers advanced multi-asset class analytics via a centrally-hosted database delivered through a standard web browser.

The videos aim to get women involved in financial planning and focus on topics such as choosing the right financial adviser.

On remand from the Supreme Court, an appellate court found Tibble forfeited his ongoing-duty-to-monitor argument.

Strategic Insight data shows net deposits to long-term mutual funds and ETFs totaled $46.7 billion in March. 

Proposed rules providing nondiscrimination testing relief for certain DB plans is not affected.

The changes are designed to reflect the DOL’s new fiduciary regulations.

A trustee to a profit sharing plan offered by a New Jersey-based marketing firm is accused of abandoning his responsibilities to the plan and its participants. 

Advisers can set themselves apart by developing an effective value proposition for prospective clients and referrals.

One retirement plan recordkeeper says those advisers making predictions that a strengthened fiduciary rule will lead to less financial guidance and investment education for small-balance savers are missing...

HelloWallet found paying down student loans ahead of schedule leads to a lower net wealth at retirement.

Johanson agreed to some of the broadest restrictions the department has sought to date on an attorney's ability to advise parties concerning transactions that involve employee benefit plans...

The collaboration with FutureAdvisor will accelerate the development of LPL’s robo-advice solution.

The Index is used for portfolio comparison, investment analysis, research and benchmarking purposes by trustees, portfolio managers, consultants and advisers to defined benefit/defined contribution plans, pension plans and...

Millennium Trust Company specializes in helping plan sponsors, participants and advisers find and process missing retirement accounts. 

An EBSA investigation led to Gruber Systems Inc. having to repay more than $1 million in participant losses in the company’s employee stock ownership plan.

iJoin offers quantifiable plan success metrics for plan sponsors, recordkeepers and advisers.

An increase in health care costs over the past two years is directly attributing to decreased retirement savings, a survey finds.

Retirees prefer guaranteed income over spending down assets, a survey found.

Slightly more trading activity occurred in March compared with April within 401(k) accounts, according to Aon Hewitt. 

A study reveals that 77% of Americans older than 40 do not know how much of their retirement savings they can safely spend each year without running the...