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During a hearing, Acosta claimed that previously the SEC did not work jointly with the DOL on the rule.

Even while the industry has placed attention to product development and growth, investors continue to choose security.

Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future. 

Most older Americans know very little about annuities, but the majority believe a source of guaranteed lifetime income in retirement is important, according to a study by the...

Content, context and presentation are now the important factors in determining whether a particular activity represents fiduciary advice—but that could change.

Wells Fargo discusses best practices it found has improved the health of DC plans over the years.

CFP Board released a draft of proposed revisions to its Standards of Professional Conduct for a 60-day public comment period, running through August 21, 2017.

The new solution uses robo-advisory and automation technology from Trizic to enable FIS clients to cost-effectively manage smaller-balance accounts.

Texas TRS CIO Steps Down; Ibis Capital Expands Retirement Plan Services; HD Vest Hires Chief Investment Strategist; and more.

Prudential data shows fully 25% of women indicate that they don’t think they’ll ever be able to retire, compared to 14% of men.

Speaking at the 2017 PLANPSONSOR National Conference, a staffer at the DOL told attendees the agency is still looking for ways to make its fiduciary rule better.

Plan sponsors need to take a closer look at the various components that determine the health of a plan in order to remain compliant with regulators and to...

Nationwide’s new DOL website will offer retirement plan advisers a suite of tools to help them navigate an evolving regulatory space. 

 

Enhanced active choice has been shown to improve participant outcomes.

The SEC chair issued only a brief statement on his intention to work with DOL officials on reforming conflict of interest regulations—but his language is revealing.

Morningstar found for allocation funds, the do-nothing portfolio, such as TDFs, and investor returns were nearly identical and both were ahead of the average fund.

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

DC plan providers are turning to cloud-based technology and other solutions to redesign communication geared toward different generational groups.