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One career actuary tells PLANADVISER unrelenting increases in PGGC premiums belie a lack of forward-thinking policy and are more likely to harm than help overall U.S. retirement readiness. 

Industry insiders are divided on whether this is a good idea.

States offering retirement planning solutions to private-sector workers got their first look at a few highly anticipated (and increasingly controversial) pieces of regulatory guidance this week. 

Men are likelier to kick back and relax about saving and investing, where women exhibit higher levels of anxiety.

Volatility and geopolitical challenges aside, experts at one ERISA-focused law firm are hearing more frequent inquiries from qualified U.S. retirement plans about investing in domestic Chinese markets.

After much back and forth, an appellate court has finally dismissed a lawsuit against State Street Bank and Trust Company over its handling of the employee stock ownership...

Pensionmark debuted a variety of new and enhanced adviser deliverables aimed at improving and streamlining various business, investment and client service processes. 

TD Ameritrade’s CEO to retire; a strategic alliance for PEI and Proteus; new hires at Hartford Funds, Delaware Investments and more. 

Date of birth is critical for understanding who is affected by the changes in a Social Security claiming strategy.

BP has won dismissal of several claims that it failed to monitor fiduciaries who oversaw company stock investments in its retirement plans.

Industry researchers now commonly argue digital portfolio management tools and robo-adviser platforms are driving greater opportunity for traditional advice firms. 

New hires at JULY, LGIMA and RAM, new research resource at Morgan Stanley, and Mercer launches DC and Financial Wellness unit.

Not convinced that robo-advisers are shaking up the defined contribution retirement plan advisory space? This week’s news that digital-advice darling Financial Engines will acquire a firmly established traditional...

Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service. 

A white paper outlines some of the critical cybersecurity points to prepare for the SEC’s Risk Alert.

Participants in an ESOP that purchased shares with a loan from the sponsoring employer made allegations that were not backed by evidence, a court found.

But only three in 10 have addressed the issue.

This week brings the retirement of FINRA’s chief executive, a merger of compliance consulting firms and more.

The Bipartisan Budget Act of 2015 includes some good news about funding calculations and mortality tables, but there is some bad news in it too.

It’s happened before and it will happen again—a hike in PBGC premiums and shifting SOA mortality projections have materially raised the cost of running a pension plan.