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The DOL counters an insurance industry lawsuit by arguing that the new rule is lawful, consistent with case law and will protect investors.

According to recent research from Cerulli, collective investment trusts are surpassing mutual funds in 401(k) plans; yet, there are still obstacles preventing CITs from being widely used on...

DC adviser-sold plans recorded strong sales overall in Q1 2024, according to ISS Market Intelligence.

Principal examined the reasons that 59% of nonparticipating employees assumed they were saving in their retirement plans.

The regulator filed an amicus brief with the 6th Circuit in May arguing that class action waivers in plan agreements are not legally valid.

In this Nuts & Bolts entry, PLANADVISER unpacks this essential, but often misunderstood area among participants.

New York Life Investments renames mutual funds; AB launches two actively managed ETFs; Equitable adds to corporate endowment solutions; and more.

Using the consumer price index for the elderly for cost-of-living adjustments would likely result in higher Social Security benefits.

Funded status improvement continues for fifth consecutive month, though in contrast to April, strong equity markets bolstered a decline in fixed income, firms report. 

The two acts would require more disclosures from providers to payers.

CFP Board appoints managing directors; Royal Bank taps Sanya as CEO of U.S. asset management; Aon names Reese CFO; and more. 

The 5th Circuit vacated the rule completely on Wednesday after being challenged by an association of private fund managers and other plaintiffs.

Coaching seemed to work best for those with the most need—whether due to a strong financial position, or those struggling with financial stress.

Participant demand for adviser services is driving demand, according to MFS.

529 assets are increasing, but education is needed for plan sponsors and participants to understand their full benefits.

3(38) Investment Fiduciaries adds director of investments; Freedom Fiduciaries hires retirement plan consultant; Miller to lead AssuredPartners retirement services practice; and more.

The interest groups agree that most participants do not read nor understand many disclosures related to their retirement benefits.

Financial strains are holding back this generation of caregivers, but workplace benefit providers tout potential for employers to help with customized planning.

Waverly Advisors acquires Derbend Asset Management; Cetera adds partners at Wilde Wealth Management; Modern Wealth expands into 2 new locations.

The regulator’s chair noted that withdrawing the proposal is not under consideration.