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Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

Defendants unsuccessfully argued that the breach of fiduciary claims should be dismissed because they fulfilled their duties by offering an array of investment options.

Shifting regulations, evolving consumer demands and a strong response from established providers are real challenges, but low-cost automated 401(k) platform providers remain committed to DC industry disruption. 

Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more.

Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.

Looking to 2017 and beyond, investors must accept that expectations for market returns over the next 10 to 15 years have declined for most asset classes. 

To appreciate the riskiness of a stock intimately involves its market valuation, and to argue that the ESOP fiduciaries should have been able to outguess the market’s valuation...

Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.

ESG investing was once seen as a fiduciary risk not worth taking among many plan sponsors and their advisers, but now these funds are seeing substantial growth.

“The Congress faces an array of policy choices as it confronts the challenges posed by the amount of federal debt held by the public—which has more than doubled...

A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...

Take a look at the lineup of technology-driven solutions released this year to help advisers comply with the DOL's fiduciary rule.

As retirement plan advisers build their business, there are many considerations about how to add, manager and train staff.

An increased focus on employee retirement readiness and financial wellness is being supported by a proliferation of responsive website design.

How firm owners grow their business—with competitors’ help.

Even though saving for retirement is America’s top financial concern, only 32% of people plan to increase contributions to their retirement accounts in 2017, according to the latest...

Even though TDFs have been gaining some impressive traction in the DC plan space, many participants are not using these investment vehicles in the way they were designed....