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Comparing asset managers’ five-year capital market assumptions published in late 2019 and early 2020 with the newly updated versions being circulated today is an eye-opening exercise that underscores...

Leading defined contribution (DC) consultants also expect participants will increase their savings rates.

MATC releases portfolio gallery with global asset managers; Ascensus adds advice and managed accounts services; New York Life partners with Visual Capitalist on data visualization platform; and more.

As with its guidance related to environmental, social and governance investing, the Department of Labor’s stance on proxy voting and other forms of retirement plan investor shareholder rights...

They also say they are not making headway on their retirement goals.

The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.

The recordkeeper also notes that fee compression is largely driving the ongoing industry consolidation.

Under the SECURE Act, more flexibility has been granted to participants who want to draw on retirement savings to help offset the cost of childbirth or adoption—though care...

It is designed to help broker/dealers make strategic decisions about their books of business.

Research finds that if this goal is met, advisers’ share of wallet increases.

The transaction will increase Empower’s participant base to more than 12.2 million people and its retirement services recordkeeping assets to approximately $834 billion administered in approximately 67,000 workplace...

Securian Financial hires regional sales VP; Robeco adds to supervisory board; IRS names associate chief counsel for EEE; and more.

Though many in the industry remain focused on addressing the challenges of the pandemic, major changes to the U.S. retirement planning landscape continue to unfold, thanks to the...

Along with the rule about ESG investing in retirement plans, attorneys say, the DOL is making it clear it doesn't want plan fiduciaries spending time on things it...

Transamerica announces management fee reductions and J.P. Morgan AM reduces fees in two series.

If the fiduciary rule saga has made one thing clear, it is that creating consensus about conflict of interest regulations is hard work. Even supporters of the new...

The lawsuit is one of many filed recently claiming that the use of an index suite of Fidelity TDFs is more prudent.

Allegations in the lawsuit mirror those of the many excessive fee suits filed against retirement plan sponsors.

While the S&P 500 has recovered all its losses from the first quarter plunge, the comeback hasn’t been equal across all sectors. What comes next is anyone's guess. 

There are two proposed changes and the IRS also wants comments about the obligation of filing.