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President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for...

From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers...

Each January the Securities and Exchange Commission signals its enforcement priorities for the coming 12 months—this year highlighting the importance of adviser transparency, cybersecurity and liquidity issues, among...

Among other things, the 8th Circuit found Principal’s adherence to its agreement with a plan sponsor does not implicate any fiduciary duty.

Retirement plans across the U.S. argued they were misled about the riskiness of funds exposed to the firm’s much-maligned “London Whale” trading losses in 2012. 

The economy will keep on muddling through; investors will have to jump some hurdles, but Bob Doll says there is still room for optimism.

On a scale of zero to 150, the score lets people know how well prepared they are for retirement.

Forty-five percent can meet these expenses, up from 38% two years ago, Fidelity says.

Arnerich Massena transitions some of its plan services business line to SageView Advisory; new hires at Macquarie Group and more.

The IRS is making changes to the program in anticipation of its elimination.

Among the many business units of the stressed RCS Capital Corp. is Cetera Financial Group, which provides investment and brokerage services for a significant number of U.S. retirement...

The research company says it will cost the industry at least $2.4 billion a year to comply with the rule.

The court is the first of the appellate courts to rule on recent church plan litigation.

Retirement plan advisers are beginning to consider financial literacy and wellness programs for plan participants.

The end of 2015 has seen an expanding range of retirement plan litigation cases, notes ERISA attorney David Levine. 

An extensive new report from BrightScope and the Investment Company Institute finds 401(k) plans have significantly evolved towards “packages of features and choice” tailored to individuals, especially in...

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.

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.

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...