Search results for: SCO

The Supreme Court has ruled plans maintained by principal-purpose religious organizations are eligible for the church-plan exemption, whatever their origins.

U.S. District Judge Phyllis J. Hamilton in the U.S. District Court for the Northern District of California found that for repeated claims the plaintiffs failed to correct the...

Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.

Many are taking a proactive approach to managing their wealth.

DC plan providers are turning to cloud-based technology and other solutions to redesign communication geared toward different generational groups.

HealthEquity’s new services will aim to combine wealth and health management for participants.

Providing access to one-on-one financial planners who can create a customized plan for employees can help employees gain confidence in their financial well-being.

A federal judge called comparisons to other funds insufficient, and noted that funneling participant investments into a default fund is normal.

The new partnership shows brokerage firms serving RIAs are committing to delivering new fiduciary-minded technologies, especially scalable personalized advice solutions. 

Stress testing the impact of individual behavior and circumstance, along with market returns, can be especially useful. 

More than half (55%) of survey respondents say they feel prepared to manage their income in retirement, yet only 21% anticipate their nest egg will last for their...

Nineteen percent of investors polled don’t save at least 10% for retirement, and say doing so would not be easy, and another 19% do not have an emergency...

Betterment Expands Board of Advisors; Northern Trust Hires Two for Taft-Hartley Business; SSGA Names Head of Americas Institutional Partnership Sales; and more.

Wisdom Tree Unveils Fixed Income Strategy; Fidelity Launches ESG Index Funds; and Envestnet Offering 3(38) Investment Service to TIAA Clients.

Providers introduce plan health assessment tools: One is part of a suite of financial wellness solutions, and one offers an assessment that includes plan compliance measures.

The latest survey from Gallup finds that most U.S. employees prefer to work post-retirement, rather than needing to. 

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

Most participants are taking advantage of the combined benefits an HSA and 401(k) have to offer, but there is still a gap in knowledge of HSA basics among...

CUNA says advisers can market its outcome-focused services and work with their favorite TPA provider.

A new study finds that Millennials are reacting to market volatility with unwise investments and they’re less likely to seek advice.