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In addition, the DOL has announced a “Getting It Right – Know Your Fiduciary Responsibilities” webcast series will be held March 12 through March 14.

The firm says its “academically informed” automated investment solution seeks to provide reliable cash flow distributions while extending the portfolio life of clients in retirement.

It aims to make SIMPLE plans more accessible among small businesses and would raise the contribution and catch-up limits.

The bipartisan legislation is designed to help close the $7.7 trillion retirement savings gap. 

Bill Gross’ reign as the “Bond King” offers a chance to reflect on the benefits and challenges firms face when they have superstar employees. 

Dream Forward provides examples of questions and sources of confusion for participants after exploring data from its AI chatbox for participants

In addition to helping participants understand their retirement plans, the AI chatbox addresses other financial challenges participants face.

Fifty-two percent of late Boomers say college debt is a major impediment to meeting their financial goals, while 38% of early Millennials and 32% of later Millennials say...

Multnomah Group expands consulting team; Ascensus selects regional VP for South Texas division; RVPs join CUNA Mutual sales division; and more. 

The defendants were denied summary judgment on all claims.

The program allows candidates to learn the CIMA curriculum at their own pace, while also providing an opportunity to engage with Chicago Booth faculty through live online and...

They include calculators that show the impact of increasing contributions and a Roth analyzer, among other things.

The CIT product information database was created in collaboration with Broadridge Advisor Solutions and is designed to support the client service needs of financial advice professionals.

Robeco adds sustainable equities model and Morningstar creates index group targeting low-carbon economy.

It is available on the client portal of Orion Advisor Services.

With participants not panicking in Q4 2018 and the longer term trends resulting from automatic plan features, Fidelity Investments finds an overall improvement in average participant savings and...

Plaintiffs allege plan fiduciaries should have known the company’s stock price was artificially inflated—and that fiduciaries breached their duties of prudence and loyalty by continuing to offer J&J...

The Transamerica Center for Retirement Studies found six in 10 employees do not know about the tax credit.

During a webcast hosted by ACA Compliance Group, Allison Charley, a former SEC examinations office leader, explained the regulator’s internal process for picking audit targets; other speakers noted...