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Morgan Stanley Releases Gender Diversity Toolkit; Northern Trust Launches Goal Engineer Series for IRAs; OppenheimerFunds Launches Semi-Custom TDF Program for Advisers; and more. 

 

Some changes made be needed due to the end of the determination letter program.

'The DOL Advisor Toolkit' provides tools that will guarantee advisers act in compliance with the new fiduciary rule.

An IRIC issue brief provides answers to nearly a dozen frequently asked questions about adding distribution options to a DC plan.

The newly announced partnership between Alpine and PCS is an example of how recordkeeping providers are offering white-labeled platform options to support brand-conscious advisers. 

The rule is intended to facilitate the payment of benefits partly in the form of an annuity and partly as a single sum.

Employees who receive equity compensation advice feel much more confident about retirement than those who have not received help from a financial adviser, a survey finds.

A study found general education sessions are ineffective, and employees said digital tools would get them more engaged in their retirement planning.

Governance Leaders are focusing on pursuing new investment strategies, prioritizing risk management capabilities, hiring more risk talent and expanding internal investment capabilities, enhancing their board’s effectiveness, and improving...

A new whitepaper from Transamerica explores strategies for maximizing control and transparency in key pension plan processes. 

A brochure from NAGDCA discusses fiduciary responsibilities for government DC plan sponsors and suggests ways to decrease liability.

Current President of Morningstar Kunal Kapoor has been named as the firm’s next CEO. 

State Street Global Advisors Adds 88 Firms to Gender Diversity Index; Morningstar Credit Ratings Now Ranking Financial Institutions; and Morningstar Partners With Advicent to Upgrade Asset Allocation Classification.

A new study from Strategic Insight predicts the DOL fiduciary rule will accelerate demand for institutional pricing of mutual funds sold through intermediaries.

VMS has added Mid Atlantic Trust Company as a trading destination and custody provider within its adviser and TPA network. 

The IRS has eased the timeline for investors hoping to avoid taxes and penalties while moving money plan-to-plan or to an individual retirement account. 

In addition, the DOL also released a proposed rule that would help a limited number of cities and other local governments to enact similar measures.

Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.

As the DOL’s new fiduciary rule approaches implementation, Morningstar is set to launch a 401(k) platform to help advisers minimize liability.

Most advisers feel they are making good progress on addressing the Department of Labor fiduciary rule, according to a Nationwide Retirement Institute survey.