Search results for: the blank effect

Advisers need to balance the many demands on their time that come from running and expanding a practice. 

The agency has issued proposed rules on Benefits Payable in Terminated Single-Employer Plans and Allocation of Assets in Single-Employer Plans, as well as the assumptions PBGC uses to...

Eugene Scalia is known for having worked in the trenches of a number of labor issues for many years, and experts suggest he could have a big influence...

The retirement plan industry is flush with data points and analyses. In this edition of Data Mine, we have dug out the most useful findings from a range...

Vanguard researchers emphasize that while the value of advice was once traditionally based on portfolio outcomes, goal success rates and advisory relationships are results of effective guidance as...

The attorneys argue that the CalSavers program goes against ERISA's intent for a voluntary benefits offering and a nationally uniform plan administration structure.

With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.

The address for pre-approved plan submissions has not changed.

Principal is incorporating capabilities from the Wells Fargo Institutional Retirement and Trust platform into its own proprietary recordkeeping system, which will serve Principal and transitioning Wells Fargo customers...

Plaintiffs says defendants failed to properly monitor and control the plan’s expenses, and allowed the plan to become one of the most expensive “jumbo” 401(k) plans in the...

RIA education organization rebrands; USCF adds nultiple ETPs to TD Ameritrade platform; Transamerica alters subadvisers, fees for Large Growth Fund; and more.

Whether by video or written text, researchers found a short story significantly improved test scores about annuities and Social Security claiming.

This should be a focus when looking at target-date funds (TDFs) often used as the default investment in employer-sponsored defined contribution (DC) plans.

They impact participation, contributions and asset allocation, according to a research paper supported by a grant from the Social Security Administration.

Claims for non-ERISA NQDC plans may be brought under state-contract law, but a federal appeals court found Safelite's plan was an ERISA plan, so state-law claims were preempted.

Considering automatically rolling balances from one plan to another for participants who terminate employment with small balances plan sponsors are allowed to cashout, EBRI found additional accumulations over...

Among other things, a federal judge found Transamerica Asset Management’s substitution of its sub-advisers is not a concrete, obvious explanation for the poor performance of the challenged funds.

The Investment Adviser Association says the SEC’s proxy voting guidance will increase costs for advisers and also increase barriers to entry for proxy advisory firms.