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If any conclusions can be drawn about the expanding use of so-called robo adviser technologies, it’s that automation is not an all-or-nothing game. 

Including company stock as an investment plan option comes with pros and cons.

The choices for retirement plan advisers to find support in the form of home office are increasing.

Many SEC actions will impact retirement plan advisers.

“Scale is a very important part of the economics that drive this business,” says Kent Callahan, president and CEO of Transamerica’s Investments and Retirement Division. He told PLANADVISER...

Promotions, additions and acquisitions at Rothschild Asset Management, Benefit Controls of the Carolinas, Russell Investments and more.

The amount of cyber risk exposure in the financial services industry can be downright frightening to think about, but details of a recent settlement reached between the SEC...

Promotions, hires and additions at BPAS, Hatteras Funds and Westwood Holdings.

This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...

New hires and promotions at Prudential Retirement, Northern Trust, Commonwealth Financial Network and more.

New hires and promotions at Nationwide, Mercer Investments, John Hancock Retirement Plan Services, LPL Financial and more.

Transcripts from a tough SEC hearing called earlier this month show it's not just the Department of Labor considering changes to the application of the fiduciary standard.

An HR director from Vanderbilt University shared tips from her IRS 403(b) plan audit experience with attendees of the NTSA 403(b) Summit.

The paper provides insights to help multi-national companies with defined contribution plans (DC) in different countries.

A new report from the Department of Labor suggests the quality of benefit plan audits performed by certified public accountants is lagging, with major deficiencies found in four...

UBS Global Asset management is launching a target-date collective investment trust product line for qualified retirement plans.

A lawsuit filed by the Labor Department alleges excessive fees were charged to participants in the City National Corp. Profit Sharing Plan, leading to a breach of federal...

Jennifer Brooks has joined NFP Retirement as a retirement plan consultant and specialist in the Employee Retirement Income Security Act (ERISA).