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The case is an example of class action fee litigation targeting a ‘large’ rather than a ‘jumbo’ plan, as the Aegis retirement plan under scrutiny holds less than...

The draft of the legislation, which will likely be subject to debate and amendment, at this stage includes a number of retirement-focused provisions, including ‘special partition relief’ for...

With the acquisition of AdvisorEngine, Franklin Templeton expects to enable its independent adviser partners to efficiently deliver goals-based financial planning at scale—including in the retirement plan context.

“Iowans expect their financial professional to act in the consumer’s best interest when recommending an annuity,” says Iowa Insurance Commissioner Doug Ommen. “Iowa not only expects it, but...

Retirement plan recordkeepers have announced fee cuts, service expansions and more.

The lengthy new complaint stretches over some 150 pages and includes 12 counts that echo those filed last week in a separate lawsuit targeting an ADP multiple employer...

There were more days when they moved into equities than fixed income.

FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.

One positive point in some otherwise sobering data is the role that defined contribution (DC) plans play in helping middle class Americans generate a stable financial future.

The revised policy, instituted in response to the coronavirus pandemic, will remain in effect until the revenue procedure is modified or superseded.

Northern Trust offers ESG analytics solution; Innovator announces May series of Defined Outcome ETFs; Capital Group launches fund invested in sectors of the credit spectrum; and more.

The agency says future guidance will be like that under the Katrina Emergency Tax Relief Act of 2005 (KETRA) to the extent the provisions of Section 2202 of...

In addition, it is waiving distribution and loan origination fees for COVID-19-affected participants and CARES Act-related plan amendment fees for employers through August.

The plan's investment adviser is also named as a defendant, accused of helping select and retain high-cost, poorly performing funds.

The digital wealth management platform serves some 1,200 financial advisory firms across the United States that collectively manage over $600 billion in assets.

Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and...

Segal clients in the United States will also have the opportunity to engage Club Vita’s approaches to measuring and managing plan longevity risk, including annual reporting.