Search results for: divis lab

Fiduciary Benchmarks is planning to launch a series of services in response to the DOL’s conflict of interest rule.

Vestwell Hires VP of Sales; Fiduciary Benchmarks Revamping Key Teams; Great-West Investments Expands Leadership Team; and more.

Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.

Experts ask, what role can or should the retirement plan adviser play in pushing employers to be more paternalistic and generous with employee benefits? 

Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more. 

A new bill introduced by Senate minority Democrats, seeking to protect ERISA exemptions for state- and city-run retirement plans for the private sector, would likely be made redundant...

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

Cybersecurity, investing by seniors, and other regulatory topics of interest will be discussed. 

Data shared by the Investment Company Institute suggests Social Security is a kind of income bonus for many—not a final income lifeline to be tapped once other wealth...

Nationwide Adds 3(21) Fiduciary Service from IRON Financial; intellicents to Use Schwab Automated Investment Management Program; Delaware Investments Rebrands; and more.

Pentegra Hires Regional Director; PSCA Establishes HSA Committee; Hub Califronia Hires Benefits Leader; and more

The 2017 J.P. Morgan Asset Management Guide to Retirement has been released, offering the firm’s updated take on the capital markets and the latest in personal financial planning. 

GOP lawmakers in the House and Senate suggests it is a federal government overreach for DOL to encourage or require states to offer workplace retirement savings programs for...

The underlying complaint suggests the retention of American Century's proprietary mutual funds in its own 401(k) has cost plan participants millions of dollars in excess fees.

The long-running fight over the fiduciary rule took another (symbolic) step forward this week—but still there is little clarity as to what may unfold prior to the first...

Goldman Sachs to Acquire OCIO Business; HealthSavings Administrators Appoints Industry Vets to National Sales Team; The Standard Hires Plan Consultant; and more.

American International Group Expands Retirement Business; OneAmerica Appoints President of Individual Insurance and Retirement Services; PenChecks Hires VP of Institutional Sales; and more.

The plaintiff argues she was improperly fired to prevent her from fully vesting in pension and retirees healthcare benefits. 

The updated procedures on determination letter requests comes after the IRS essentially ended its determination letter program.