News

Software developer NextCapital Group finds new support for developing digital portfolio management and advice delivery tools, in the form of Series B financing worth $16 million. 

Corporate Insight reports about how many providers offer mobile transactions capabilities and which types of transactions.

Fidelity was trustee to the 401(k) plans in question, but the lawsuit says it failed to monitor its affiliate in the day-to-day management of the funds.

Cerulli Associates does not anticipate a slowdown in adviser-mediated rollover activity in the foreseeable future—whether or not a strengthened fiduciary rule is approved by the DOL. 

Did you ever think so much controversy and confusion could be tied into one little word? 

It’s a particular skill of Congress to make the improbable appear promising—whether it comes to overturning the Affordable Care Act or, as was the case this week, delaying...

Lathrop & Gage adds an ESOP pro, BTIG expands its transition management unit, Triad Advisors names new CEO, and more.

Fidelity has been fined $500,000 for failing to follow up on red flags that could have detected or prevented the theft of funds from senior investors.

The association wants to help sponsors better prepare participants for retirement.

Goldman Sachs Asset Management predicts the world’s major economies will grind out another year of modest growth in 2016, even as central bank policies diverge.

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds. 

Nearly all plan sponsors—99%—decreased their discount rates last year, to a level that is unlikely to be reversed in 2015, because of the small change in yield curves...

More than half of high-performing firms (52%) have succession plans ready for implementation compared with 40% of all other firms.

The Supreme Court same-sex marriage decision is applied to retirement plans in IRS guidance.

Mercer has outlined key investment issues it says DB plan sponsors should focus on in the new year.

Approximately $200 million or more of the total of $400 million of expenses falling within certain categories being reviewed may have been incorrectly invoiced.

The financial community agrees that saving for retirement trumps paying for a child’s college education, but nearly half of Americans disagree.

The agency will post a notice about what's new for practitioners in January.

Maybe actual carrots are the carrot. Office workers crave—and appreciate—free snacks.

The list of changes in plan qualification requirements is used by retirement plan sponsors and practitioners submitting determination letter applications for their plan documents.