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A U.S. District Court has handed down a DOL-friendly ruling in one piece of anti-fiduciary rule litigation that is seeking more leniency for fixed-index annuity providers. 

New research suggests that an investment manager organization with a culture of purpose and passion has better long-term outcomes than those that don't.

Proposed rules by the IRS would amend the current final regulations under section 417(e) of the Internal Revenue Code regarding the minimum present value requirements of section 417(e)(3)...

Plan advisers can consult with plan sponsors about their SPDs and determine if they are simple enough for employees to understand while also not subjecting sponsors to legal...

A new report by EBRI suggests that the Census Bureau’s estimates of steep declines in employer-sponsored retirement plan participation were misleading.

A federal court judge found it implausible that signs of trouble in an underlying holding of one of Disney's retirement plan mutual funds triggered a duty for fiduciaries...

The minimum investment for these types of services is as low as $5,000.

A new survey by Vanguard found that cutting costs and minimizing risk were the top two concerns for corporate pension plan sponsors.

 

The strategic partnership with Spectra Benefits and Miller & Wade Group aims to helping employees view the HSA more like a retirement account for their health. 

The key to the increase in engagement seems to be automatic and mobile enrollment. 

The affiliation will give Wells Fargo a platform to help investors build, implement and rebalance tailored portfolios online based on responses to investing questionnaires.

The new online resource is devoted to educating families on the importance of saving for college and the potential benefits of saving through a 529 plan account. 

PGIM offers suggestions for helping pension plan sponsors manage longevity risk.

Mary Jo White, who became the 31st Chair of the SEC in April 2013, will be one of the SEC’s longest serving Chairs.

Edward Jones is being accused by another set of plaintiffs of favoring the investments of its “preferred partners” in its 401(k) plan, enriching the firm at the expense...

The ERS "Fiduciary Advantage" platform will offer fiduciary protection, support and investment monitoring.

Women are more worried about their finances and willing to work with advisers.

There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real...

Bob Doll says the GOP sweep is poised to help corporations and boost the economy.

As Baby Boomers push closer to retirement, they are facing a drastically different investing world than the one they grew up in—gaining access to radically different approaches to...