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In other ways, the excessive fee lawsuit is identical to others filed by law firm Capozzi Adler.

New data shows the education and guidance firms are providing is helping individuals to stay the course.

With the electronic disclosure delivery regulation in the bag, retirement industry lobbyists have turned their attention back to the ambitious Portman-Cardin bill, a version of which could soon...

A payment of $9 million will be made to “fully, finally and forever resolve, discharge and settle the released claims.”

One critical component of the Regulation Best Interest is the customer relationship summary form, or “Form CRS,” which provides new and existing clients with detailed information about a...

Two insurers have joined the effort to make lifetime income available in a simplified manner.

The district court’s partly overturned ruling against the plaintiffs followed the school’s standard filing of a motion to dismiss for failure to state a claim. 

FutureFuel.io automatically directs cash back users receive to the purchaser’s student loan with the highest interest rate.

After years of litigation and an eight-day bench trial, neither side can claim complete victory in the complicated case of Ramos v. Banner Health.

A federal judge noted that the pandemic will affect civil jury trials in the Southern District of New York “for a considerable and presently unknowable time to come.”

Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires Innovest Systems; and more.

It took a catastrophic global event to demonstrate how ill-prepared many Americans are for even a brief interruption of income—including many people high up on the income scale.

LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases online TDF tool; and more.

Each year, the Internal Revenue Service adjusts its annual contribution limitations for health savings accounts to account for inflation.

The Financial Planning Association says it is making the improvements at a time when Americans need financial planning assistance more than ever before.

Compared with other regulatory efforts undertaken in recent years by the Department of Labor, this one enjoys near universal support among retirement plan industry stakeholders.

As employees make savings decisions, the app will offer illustrations of what those elections might mean for future progress.

John Hancock's retirement planner suggests steps that will help participants get on track if they’re behind or improve their general financial health if they’re retirement ready.

The tool takes into account the latest rules and resources from the CARES Act.