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Through a partnership with Vault, employers have three core offerings from which to choose.

Citing previous court decisions, a judge said dismissal is not proper at this early stage and the plaintiffs lack the information to detail their claims until discovery proceeds.

The retirement planning business is a people business.

Among other things, the lawsuit accuses defendants of selecting funds that that had no performance history that could form the basis of a fiduciary’s objective decision-making process.

While in-person participation is an important part of the financial system regulated by the SEC, the virus is forcing market makers to significantly adjust their operations.

With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan industry research.

Plaintiffs say the choice of underlying investments in funds using BOK’s CIT structure, as well as the use of BOK’s proprietary money market fund, were to benefit the...

As the SEC’s June 30 Regulation Best Interest deadline nears without hope of a grace period, sources say many financial services firms aren’t ready to comply.

More than a decade of litigation ends in a $29 million settlement agreement.

The bill introduced to Congress is designed to ensure public sector and nonprofit retirement plans have the same access to low-cost investments as for-profit retirement plans do.

Like so many other large U.S. employers, Salesforce is accused of failing to take advantage of the lowest cost share class available for many of the mutual funds...

The new rule permits variable annuity and variable life insurance contracts to use a summary prospectus to provide disclosures to investors.

iJoin creates managed account program, and Ameritas launches glide-path tool for employer-sponsored plans.

The U.S. stock market has entered bear market territory after its record bull run; one silver lining is the opportunity to educate people about annuities.

For some years now, advisory firm owners have enjoyed a sellers’ market that has spurred record merger and acquisition volumes.

A federal judge dismissed the lawsuit and decided that granting the plaintiffs leave to amend would be futile.

In addition to a payment of $3,470,000.00, Invesco agrees to add non-proprietary ETFs to its 401(k) plans' SDBA.