News

A former employee of Peabody Energy is suing the coal producer over company stock investments in its DC plans.

Financial wellness may be retirement’s next frontier, with heightened focus and greater interest in bringing programs to the workplace.

In the event of a divorce or death, they could lose clients’ business.

The bill would require private-sector businesses to offer retirement accounts to employees.

Hearts & Wallets report highlights salient features and user opinions of emerging “robo-adviser” brands.

Robert Zeidman, a business development officer in PNC’s institutional asset management unit, is now OCIO product specialist.

You may have some unusual colleagues in the office on Friday, June 26: the 17th annual Take Your Dog to Work Day.

Launches new publication for sponsors and advisers.

Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.

The paper provides insights to help multi-national companies with defined contribution plans (DC) in different countries.

It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.

Calls update to a 40-year-old rule “long overdue.”

Jefferson National’s first annual Advisor Authority Study delves into adviser forecasts on their practices and marketing strategies.

The proposals include universal retirement accounts and a change to the treatment of tax incentives.

Just how much they would help depends on several factors, EBRI finds.

Mark Schatzel joins the firm from Lincoln Financial.

A poll of investment managers suggests “expertise,” “investment returns,” “thought leadership,” and “clearly articulated firm positioning” are each critical to a strong investment advisory brand.

In a section called “Reducing Harmful Red Tape,” the committee proposes a “provision prohibiting regulatory changes to the definition of the term ‘Fiduciary.’”

Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.

Are investment menu consolidation and simplification in the best interest of plan participants?