Search results for: a

There seems to be no consensus on a definition of the trendy term, but plan advisers can create their own business model for offering a ‘financial wellness’ program.

By year-end, Sway Research projects that DCIO assets will rise 13% to top $3.8 trillion.

The contribution limit to defined contribution (DC) plans has been increased by $500.

The partnership aims to prepare advisers with solutions compliant with the fiduciary rule.

According to a GAO report, it has been nearly 40 years since a federal commission has conducted a comprehensive evaluation of the nation’s approach to financing retirement.

The firm looks at a plan’s demographics and creates a glidepath that both controls for and seeks out risk.

ERI Scientific Beta Presents Long/Short Equity Market Index; TD Ameritrade Offers Expanded Commission-Free ETF Program; State Street Global Advisors Launches New SPDR Portfolio ETFs; and more. 

Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....

Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned by decisions.

Adhering to plan governance and minimizing plan risk are the next priorities.

Interpreting and applying a series of detailed recommendations from a magistrate judge, the district court will allow some parts of the litigation against MIT’s retirement plan fiduciaries to...

Wagner Law Group attorney underscores: The fiduciary rule is in effect.

The agency announced a pilot program that will offer mediation in certain Termination Liability Collection and Early Warning Program cases.

The Phillips 66 retirement plan committee has been sued for allowing ConocoPhillips stock funds to be included in the plan's investment lineup.

Segal Marco Advisors suggests a framework to identify and manage operational risks for public sector DC plans that could also be used for corporate plans.

Mergers and acquisitions in the RIA industry are setting new records for the fifth consecutive year.

The Eight Circuit Court of Appeals has backed the decision of a lower court to summarily dismiss a lawsuit filed by participants in an over-funded defined benefit plan...

But among the 58% of these investors who do, expectations run high.

However, a LIMRA report reveals some disparities with that number.