Search results for: acts 19

Industry insiders are divided on whether this is a good idea.

States offering retirement planning solutions to private-sector workers got their first look at a few highly anticipated (and increasingly controversial) pieces of regulatory guidance this week. 

Lower account balances, longer life expectancy and not working with an adviser can wreak havoc on a woman’s Social Security benefit. 

Date of birth is critical for understanding who is affected by the changes in a Social Security claiming strategy.

How advisers can help keep participants’ money in their plan.

A survey of institutional asset managers highlights persistent uncertainty and lack of preparedness around pending SEC money market reforms.

It is still a great time for DC plan advisers to enter the pension risk transfer market—with record Q2 sales of annuity buy-outs measured by LIMRA and a...

Dallas Salisbury will leave EBRI after 37 years as CEO of the nonpartisan, nonprofit research institute.

Several well-known music recording companies are named in a lawsuit tied to music streaming revenues and other sources of potential pension contributions.

A district court in Colorado has granted in part and dismissed in part a motion from Great-West to dismiss a class action lawsuit alleging the company breached fiduciary...

U.S. employers could see a shift in staffing pressures as so-called retired Boomers look to change careers or stay in the workforce, at least part-time, a report says.

Department of Labor advisory opinions make it challenging to include environmental, social or governance (ESG) investing themes in a tax-advantaged retirement plan, but some investment managers want to...

Filed as Senate Bill 1092 and Assembly Bill 6796, a new initiative in the New York State Legislature seeks to expand and strengthen scrutiny paid to pension risk...

There is an enormous generational transfer of wealth on the horizon that will test retirement advisory firms’ ability to attract younger clients, a new J.D. Power report finds.

The Internal Revenue Service (IRS) has announced modifications to Revenue Procedure 2013-12 to make miscellaneous changes designed to...

A pension plan participant who claims he didn’t receive promised credit for service can proceed with his lawsuit.