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The change, which will see the word ‘Retirement’ dropped from the recordkeeper’s name, represents the company’s efforts to enhance its overall financial wellness offerings.

A New AIG Life & Retirement study shows respondents are focused on long-term financial planning, with many intending to seek help from a financial professional during 2022.

The plaintiffs suggest the plan, its participants and beneficiaries have suffered ‘significant losses totaling millions of dollars,’ and a district court has now allowed their claims to proceed...

A new survey suggests advisers are also using social media more often to reach new clients, though many argue that better technology tools would greatly help with this.

The two organizations will partner with FSI member firms to create mentorship opportunities and career pathways for young people in underserved communities.

The new tool makes it easier for advisers to reach prospective clients and gain insight into their needs, preferences and interests.

A recent court case demonstrates why owners of self-directed IRAs should be careful about their investment strategies and asset classes—and where they store any physical assets owned via...

The 2022 Cumulative List will assist providers of Section 403(b) pre-approved plans applying to the IRS for opinion letters.

The DOL has accused the plan sponsor and plan administrator of failing to operate the employer-sponsored 401(k) plan in the best interests of participants and instead allowing plan...

The plaintiffs say the firm’s retirement plan was stuffed full of high-cost, proprietary funds.

NFP announces integration of Lenox Wealth Advisors with Wealthspire Advisors; AIG Retirement Services appoints market strategy and business development Leader; OneAmerica bolsters health care sector team with new...

Participants in a terminated 403(b) plan challenged the use of actively managed funds and higher cost share classes.

Attorneys representing the plaintiffs in Hughes v. Northwestern University say the Supreme Court’s ruling strengthens fiduciary protections for retirement plan investors, while those attorneys who more often serve...

The deadline for Adviser of the Year nominations is nearly here! So is the deadline for entries for the Top Retirement Plan Advisers listing. 

The Secure Retirement Institute says strong equity market growth in the fourth quarter and in 2021 helped to propel the growth.