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Companies that help retirement plan sponsors with investments also provide benefits to their own employees; in some ways, assets managers’ plans resemble the broader marketplace, while in others...

The advisory firm of Slocum & Associates will not face class-action claims and has prevailed on some summary judgement arguments, but the ruling allows certain individual claims to...

Giesting Financial Joins PCIA; BPAS Announces Presence in Cincinnati; EACH Enterprise and Chatham Partners Team Up for Provider Transitions; and more.

Custom yield curves help DB plan sponsors determine an appropriate discount rate to measure liabilities for their pension and other post-retirement benefit obligations, the firm says.

Aside from traditional allegations of excessive fees and mismanagement of company stock, ERISA litigation in 2016 included challenges to fund types, fiduciary processes and provider arrangements; expect more...

The Segal Group announces new president and CEO; USI Consulting names vice president and actuary; Hyas Group hires senior consultant; and Merrill Lynch staffs new financial wellness role.

 

New hires and promotions at Channel Financial Pension Services, Groom Law Group, Cambridge Investment Research and more.

Teaching defined contribution plan sponsors to manage money more like their pension plan counterparts—and other large institutions known for efficient investing—leads to better outcomes, experts say. 

ETF asset growth is robust across a range of distribution channels—except one.

Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.

Once a plan committee is established, the adviser is a vital part of keeping members up to date.

The Department of Labor (DOL) announced its Advisory Council on Employee Welfare and Pension Benefit Plans (also known as the ERISA Advisory Council) will hold a meeting May...

Veo One, TD Ameritrade’s adviser platform, offers a single sign-on adviser command center that lets advisers access and manage all tools and applications from one platform.

Responding to a request for information from the DOL, most industry groups said they believe no further regulation is necessary to govern use of brokerage windows in retirement...

Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.