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The drop among the traditional group of 21 companies comes after two years of gains, according to Russell Investments.

The rule would make it much harder to classify workers, including financial advisers, as independent contractors.

Only one-quarter of advisers even have access to alts, according to Fidelity.

The survey seeks to collect data on compliance practices.

The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the ‘president’ title.

Birdthistle greatly influenced many proposals and rules affecting advisers, including the names rule and the predictive analytics proposal.

The industry organizations plan to issue research and educational materials for plan sponsors regarding how to combat cyber fraud in retirement plans.

Gender, race, income and age all shape the well-being of employees and should be taken into account when designing workplace benefit plans, according to Buck. 

SECURE 2.0, state mandates, PEPs and engaged financial advisers can all help boost qualified plan offerings, according to providers.

The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.

The new PEP is designed for clients with fewer than 100 employees.  

A proliferation of retirement income annuity offerings has ARC consultants citing ‘cause to question’ language that requires assessing annuity offerings for qualified plan participants.

Non-compete agreements are now entirely unenforceable in California courts, even if signed outside of the state.

Industry has always organized to defeat even marginal changes to the tax-preferred status of DC plans.

The targets of the rule likely include major hedge funds trading in government securities as buyers and sellers.

Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client ‘financial vitals’ with new advisers.

Many industry leaders in retirement planning have called for a full or partial withdrawal of the proposal.

The rule requires private fund advisers to make additional disclosures and forbids them from providing investors with preferential treatment related to redemption.

The recordkeeper with a large presence in small businesses and PEPs moves into four business segments.

The research institute also found that some businesses would consider ending their plan and joining a state-run auto-IRA program if available.