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Pontera appoints its first chief marketing officer; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney names new partner; and more.

Plaintiffs agree to settle for $267 million in a class action suit that alleged that PricewaterhouseCoopers LLP undercalculated lump-sum payments made to pension participants.

Purchasing Power introduces financial wellness services and iJoin leverages Coherent’s retirement savers product innovation tool.

Morgan Stanley at Work’s second annual study finds that employees value help.

This year’s report warns that “key risk concerns for retirement security are coming to a head in today’s rapidly changing economic environment.”

The Income Blueprint tool seeks to make it easier for advisers to choose and evaluate in-plan guaranteed income products for their clients.

Financial stresses increase the need for advisers to communicate with participants.

According to J.D. Power, Bank of America and Charles Schwab tie for the top spot in digital participant satisfaction.

Vontobel continues multi-boutique expansion in North America; AllianceBernstein launches active ETFs; and more.

A discussion about how to incorporate health into retirement planning and whether the HSA market expands business opportunities for advisers. 

The enforcement of Regulation Best Interest is currently one of the major projects at the Securities and Exchange Commission.

Personalization is required to help people create a paycheck in retirement, says Shlomo Benartzi.

Morgan Stanley at Work unveils participant aggregation platform; Broadridge launches next-gen client communications experience; GMO launches asset management platform for RIAs; and more.

A new order emphasizes that a stock-drop plaintiff must do more than allege a general economic theory of why earlier disclosure of a financial issue would have been...

The complexity of the proposed reforms to the qualified professional asset manager exemption has given some experts pause.

Much of the ruling sides with plaintiffs and permits the case to move to discovery, but the defendants successfully defeat claims related to cross-selling and data-sharing among providers.

Workers earning low to moderate incomes are less likely to withdraw from their retirement account or take actions that jeopardize their financial futures.

The target of a new Employee Retirement Income Security Act is a plan sponsor with more than 20,000 participants that ‘periodically’ reviewed the plan’s investment options to ensure...

The new financial wellness solution aims to help employers round out the benefits programs they use to attract, retain and engage workers.