Search results for: a

Retirement plan sponsors may take advantage of automatic rollover rules for small plan balances to reduce the administrative costs of keeping those participant accounts in their plans.

According to Stacy Bucchere, head of defined contribution at Bank of America, 4,100 Merrill Designated Advisors have completed designation requirements and will be able to provide either 3(21)...

The lawsuit accuses Eaton Vance defendants of unlawful self-dealing with respect to a company retirement plan, in violation of ERISA and to the detriment of participants and beneficiaries.

Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.

Janney Montgomery Scott acquires Atlanta-Based firm; investment advisory firms join CAPTRUST; CFO hired at PCS; and more.

Available to all customers, the tool analyzes an individual’s real-time account information, along with their responses to a handful of simple lifestyle and financial questions, allowing for projections...

PLANSPONSOR’s 2018 Defined Contribution Survey found many start-up plans have not yet adopted plan design best practices and many are unsure about fees, but fortunately, nearly two-thirds employ...

Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and more.

Rob Scheinerman, president, AIG Retirement Services, tells PLANADVISER that while the VALIC name is strong and well respected, the AIG name carries even greater recognition in the marketplace...

The new website includes a detailed section about how unlimited investment lineup options can help 401(k) advisers give their clients the best chance of reaching retirement readiness.

Feeling less educated about retirement planning and personal financial planning than they should be is a barrier to the financial planning process, women say, according to a Lincoln...

According to the recent complaint, Fidelity has breached its fiduciary duties to retirement plans by charging mutual fund and other investment companies a substantial fee as a condition...

Actions taken by defined benefit (DB) plan sponsors helped them reduce Pension Benefit Guaranty Corporation (PBGC) premiums, according to a J.P. Morgan analysis.

Chris Nikolich, with AB, and co-contributor to the research initiative, told PLANADVISER, “The whole purpose of this was to allow plan sponsors to compare their custom allocations to...

Features of the Consultant Hub include a retirement plan comparison tool and custom investment reporting, among other things.

In 2018, single premium buy-out product sales peaked at $26 billion, more than 14% higher than 2017, according to LIMRA Secure Retirement Institute’s quarterly U.S. Group Annuity Risk...

Many do not know if their adviser is technically a broker/dealer or an adviser, Personal Capital learned in a survey.

The plaintiffs say Putnam's question to the Supreme Court on whether the plaintiff or the defendant bears the burden of proof on loss causation under Employee Retirement Income...