News

An SEC filing reveals that RadioShack is facing several lawsuits over the company stock investment offering...

Morgan Stanley on Monday began advising certain wealth management clients that an employee had stolen partial client data.

A bill establishing the Illinois Secure Choice Savings Program has been signed into law.

ABD Insurance and Financial Services hired Brian Ashworth as vice president of its retirement services group.

As individuals often lose employer-provided insurance benefits when they retire, it is important to consider what insurance is needed so they can retire comfortably and confidently.

A federal district court has found the defined benefit (DB) retirement plan of Advocate Health Care Network and its subsidiaries is not a “church plan” under the Employee...

After remaining level for the previous year, investors expressed rosier outlooks in the fourth quarter, according to a survey by John Hancock Financial.

A federal district court has denied Boeing’s request for summary judgment on the merits of Spano vs. The Boeing Company, a long-running excessive 401(k) fee case.

Nasdaq announced that it will acquire smart beta and passive investing specialist Dorsey, Wright & Associates LLC.

The complexity of testing a plan can be one way to justify higher fees, says an ERISA plan administration business development specialist.

The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end of February.

The new PBGC Participant and Plan Sponsor Advocate has released her first annual report of issues.

The U.S. Department of Treasury maintains the view that its myRA program is not subject to the extensive reporting, disclosure, fiduciary duty or other requirements of ERISA. 

Research from Cerulli Associates predicts the combined asset marketshare of independent advisers will surpass that of wirehouse advisers by 2019.

Nearly half (49%) of respondents to the 6th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America say health/wellness is the most important focus...

Plan sponsors should look at Generation X as a segment distinct from Baby Boomers or Millennials, says Weber Shandwick in its new study.

A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.

An increasingly competitive retirement plan services market is pushing advisers into new territory and could lead to greater adoption of exchange-traded funds in defined contribution plans.

Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life. 

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.