Search results for: the blank effect

Software developer NextCapital Group finds new support for developing digital portfolio management and advice delivery tools, in the form of Series B financing worth $16 million. 

Did you ever think so much controversy and confusion could be tied into one little word? 

It’s a particular skill of Congress to make the improbable appear promising—whether it comes to overturning the Affordable Care Act or, as was the case this week, delaying...

The Supreme Court same-sex marriage decision is applied to retirement plans in IRS guidance.

Mercer has outlined key investment issues it says DB plan sponsors should focus on in the new year.

The list of changes in plan qualification requirements is used by retirement plan sponsors and practitioners submitting determination letter applications for their plan documents.

The Federal Reserve raised interest rates by one-quarter of a percent, the first raise in nine years.

Aspiring certified financial planner explains what can draw Millennials and other untapped but skilled talent pools to the advisory industry. 

In the end, none of the various proposals moving in Congress around the omnibus appropriation budget deal regarding the fiduciary rule were included. 

As 66 million Americans retire over the next decade, their assets will shift into income products, and rollovers, with some going toward professional financial planning.

A new report published by the Center for Retirement Research at Boston College offers a historical perspective on retirement plan investment returns by type, dating back to the...

Nearly 15% of large DB plans experienced some type of risk transfer activity during a five-year period.

ERISA attorney Nancy Ross explains the potential outcomes of Montanile v. Board of Trustees, a low-flying but potentially important Supreme Court case testing the difference between damages and...

This week: Jefferson National creates an investment and research position, CBIZ makes another acquisition, Arnerich Massena names a division managing director and more.

Today’s informed plan sponsors are now looking for more than payout annuity providers. 

A federal appeals court found easy grounds for approving a default judgement levied against a plan sponsor whom effectively ignored participants’ claims regarding delinquent employer contributions. 

Lawmakers and industry reps are concerned with where the proposal is heading, what’s in it and how fast it’s moving. 

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

Academics working with the Michigan Retirement Research Center have carefully developed a new retiree spending model showing singles tend to have higher medical spending in retirement vs. their...