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The firm says its acquisition of Improved Funding Techniques Inc. expands its retirement footprint in the Northeast.

One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces.

EBRI research shows the impacts on participants’ retirement security of replacing TDF equity exposures with private equity allocations for participants who have access to a plan and invest...

Among the takeaways one investment expert has from the year is that structural forces have a large influence on interest rates and may keep them relatively low despite...

Protecting funded status, addressing inflation risk, adding value, and more are among suggestions from consultants and asset managers.

In addition to the Form 5500 informational copies, the IRS has also released the 2021 Form 5500-EZ and related instructions.

The firm says there is significant consumer interest in an in-plan investment option that guarantees lifetime income in retirement.

From continued coverage of the CARES Act and government stimulus bills to the machinations surrounding the DOL’s fiduciary regulations, some key topics gained outsized attention from readers this...

Clams paid this year represent a $2 billion increase over the total benefits paid by the long-term care insurance industry in 2018.

The complaint claims ERISA violations against the company for allegedly deflating the plan’s value.   

The program provides health savings account educational tools to help expand an adviser’s knowledge about the intersection of health, wellness and finances.

J.P. Morgan Securities has agreed to pay $125 million to resolve what the SEC calls ‘longstanding failures by the firm and its employees’ to maintain and preserve certain...

An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as less risky than traditional DB plans.

Investors rely on advisers to introduce them to and educate them on environmental, social and governance strategies, according to Nuveen’s ‘Responsible Investing Survey.’

The past two years have been challenging for institutional investors, but they have also brought about opportunities to address some long-term financial challenges.

The defendants’ motion for summary judgment, based on the release of claims and their contention that the plaintiff didn’t suffer an injury, was denied.