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The plaintiffs' showing that the CVS retirement plan's stable value fund departed from a study of other stable value funds' investments did not support a plausible claim that...

Voya Hires Sales Executive for Small-Mid Business; OppenheimerFunds Adds to CEO Advisor Institute's Executive Consulting Team; Vanguard Promotes Four Professionals Within Fixed Income Group; and more.

With so much uncertainty now overhanging the future of the DOL fiduciary rule expansion, the onus is squarely on advisers, broker/dealers and recordkeepers to decide how they will...

Sixty-three percent of retirement plans now offer them, the Plan Sponsor Council of America found.

Leveraging Quovo’s capabilities, Empower will pull real-time data from all of a participant's income sources, savings and investment accounts and integrate those factors with demographic data into a...

IRI President and CEO Cathy Weatherford says financial advisers are uniquely positioned to help Gen X effectively plan for their retirement concerns.

Voya’s myOrangeMoney online, interactive educational participant experience has been enhanced with new financial planning features to support people with special needs and their caregivers.

Plaintiffs suggested plan fiduciaries permitted excessive fees to be paid, leading to improper provider kickbacks; a district court judge has summarily dismissed the allegations for failing to state...

The demand for 3(38) investment manager search support and monitoring has moved up market into the range of plans with billions of dollars in assets; smaller plans are seeking cost...

AlphaCore Launches Risk Factor Analytics Tool, and Franklin Resources Adds to Fixed Income Team.

Kelli Hueler, founder and CEO of Hueler Income Solutions, suggests this is a solution to the many plan sponsors seeking a prudent process for meeting their fiduciary duties.

Launching in spring 2018, PlanSmart Financial Wellness will focus on behavioral change, giving employees the tools, guidance and support they need to improve their financial wellbeing.

The unsuccessful challenge was viewed as somewhat unique amid the glut of retirement industry litigation because it cited the Racketeer Influenced and Corrupt Organizations Law of 1970, known...

That is defined as 50 or fewer holdings, and is believed to have a higher chance than a diversified portfolio of delivering alpha

The solution is designed to help retirees easily estimate retirement spending and better control the outflow of assets from defined contribution plans.

Seventy percent believe their advisers have a responsibility to discuss guaranteed lifetime income products with them.

While the Fifth U.S. Circuit Court of Appeals has vacated the DOL fiduciary rule expansion, one attorney warns the rule is still technically in effect, at the very...

The fee has been reset to the 2017 level.