Search results for: a

Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.

The regulator pushed back on industry requests to extend comment time for the controversial proposal; the period will still end on January 2.

Budget proposal for the DOL would prevent the regulator from implementing its ESG rule, independent contractor status and proposals on fiduciary advice.

The retirement platform is geared toward wealth managers seeking a plan option and includes four options for providers of target-date funds.

Corebridge experts recommend employees take advantage of this month’s open enrollment to expand their retirement savings. 

Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s 3.8%.

The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.

Recordkeeper's CEO notes potential for managed accounts and other participant offerings to grow on Prudential retirement migration.

A lawsuit filed in Minnesota federal court claims an independent advisory deceived participants by taking loans from their accounts for ‘personal gain.’

Senators seek to stymie Americans’ retirement savings being invested in China and other "countries of concern."

Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting Group.

Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANADVISER event.

Panelists at the CFP Board’s Diversity Summit provided insights into how financial planners and advisers can reach disadvantaged communities.

CAPTRUST adds Leddy as chief compliance officer; Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales officer; and more.

Panelists discuss how new ESG issues will inform investors’ focus and opportunities going forward.

Experts discuss the ripple effect of the Department of Labor’s proposed fiduciary rule amendments.

With the announcement, Transamerica becomes the first recordkeeper to offer State Street’s TDF with an embedded annuity, while ADP adds Income Solutions from Hueler.

Providers of collective investment trusts are expected to target midsize and large DC plans in the coming year.

The data inform potential withdrawal liabilities and benefit transfer amounts under ERISA.