News

A wide swath of industry research has shown that advisory clients are concerned about the rising cost of health care in retirement; most are interested in learning more...

The Puerto Rico Treasury Department recently changed the annual reporting requirements for employer-sponsored retirement plans.

According to the settlement agreement, more than 21,000 class members will share in the nearly $10 million payment.

Invesco Trust Company agreed to pay a total of $10.27 million to settle the department's claims.

The vast majority of employees saving for retirement say their financial decisions are most impacted by family and friends, according to the International Foundation of Employee Benefit Plans. 

Oppenheimer Names Head of Beta Solutions; Eng Rejoins AB in Custom DC Solutions; Mariner Retirement Advisors Joins GRP Advisor Alliance, and more.

Cerulli Associates outlines various hurdles to wider managed account adoption in a new report, while urging advisers to consider how managed accounts can complement TDFs. 

"Having the smallest exposure to equities was a key factor,” says Bill Frieske of Northern Trust Investment Risk & Analytical Services.

In addition, the average balance for people who have been in their 401(k) continuously for 10 years increased 2% year-over-year, according to Fidelity data.

In addition to providing information about the firm, the site serves as a portal for clients.

Vanguard reports fund expense reductions; Fidelity launches expanded private equity platform; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

A new correction method was introduced earlier this month.

Twenty percent report feeling extremely stressed.

And of those who think they pay for these products, many have no idea how much.

59% of recently hired 401(k) participants held TDFs, compared with 48% of 401(k) plan participants overall, a study found.

Covering health care costs is their second-biggest concern.

The company said the move was not triggered by the DOL’s new fiduciary rule.

Asset International, publisher of PLANADVISER and PLANSPONSOR, has launched a new research library compiling data and analysis from across its global media and analytics businesses.

In a letter to lawmakers, ICI's president urged Congress to support bills that offer a different way to implement a best interest standard.

A district court judge said her reading of the U.S. Supreme Court's decision in Fifth Thirdv. Dudenhoeffer does not preclude application of the "alternative action" standard to closely...