News

Even though trading was lighter in February, in both months DC plan participants favored fixed income investments.

As former tax counsel for the U.S. Senate Finance Committee, Fidelity Investments’ Doug Fisher has watched major legislation and regulation unfold from both inside and outside government.

A white paper outlines the rule changes, what it could mean for practice management and ways to avoid the excessive time and cost to comply.

Aon Hewitt says 2015 was the lightest trading year on record for DC plans.

Even after a previous compliant filed by the DOL, a fiduciary to the Applied Technology Systems Retirement Plan transferred plan assets to a company account.

Cetera Financial Group has finished developing its retirement plan solutions platform for advisers.

A Lincoln Financial survey found a significant decline in participant engagement and a sharp rise in instinctive decisions.

About three-quarters of advisers in a Fidelity survey are anxious the DOL fiduciary advice rule will affect how they do business.

More than half of Americans said in a survey they have less than $10,000 saved for retirement.

The Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform, which specializes in the start-up and micro-plan markets. 

Trusted ERISA attorneys Fred Reish and Brad Campbell, of Drinker Biddle and Reath, cut through some of the “mishmash of conflicting rumor and speculation” surrounding the forthcoming final...

Those who rolled money over with the help of an adviser were more likely to have a comprehensive retirement plan.

A report by Daniel Schwallie, an attorney with Aon Hewitt’s Retirement Legal Consulting & Compliance practice, offers a guide for safe harbor plan nondiscrimination testing.

FINRA highlights the success of its recent compliance efforts in a new report, while signaling the beginning of a process to modernize and update its membership application process. 

People on the move at Mutual of America Life Insurance Company, Beacon Pointe Advisors, TIAA and Pentegra Retirement Services.

We’ve rounded up some of the reports and opinions—pro and con—about the fiduciary rule as it nears final approval.

Baring Asset Management reveals brand consolidations; Core Bond Fund launched by Vanguard; FTSE Russell moves forward on collaboration with momentum investing specialist Trendrating.

Investors are clearly feeling stressed out by the markets and their wider retirement savings outlook—but they’re also showing an impressive amount of restraint when it comes to managing...

An education platform from BPAS aims to boost participant engagement.

The Republican party is still attempting to shoot down the fiduciary rule—almost certainly in vain.