News

The company continues to add to its digital retirement and financial wellness tools.

Adding to a busy year of acquisitions for the aggregator firm, this will be CAPTRUST’s first location in Colorado.

The rule implements the registration requirements for PEPs pursuant to the SECURE Act

Plaintiffs claim that as a jumbo plan, Amway had substantial bargaining power regarding investment fees and expenses.

The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International.

The IRS has issued final regulations on mortality tables to be used for calculating required minimum distributions, which reflect longer life expectancies.

Data shared by the Investment Adviser Association shows the number of SEC-registered investment advisers continues to grow at a steady...

With the Democratic nominee leading polls over the past several months, investors have had ample time to consider the potential impacts of a Biden administration, sources say.

The participants claim they were mislead and intimidated to sell their shares back to the company at a price significantly lower than fair market value.

It was the first time in the more than 20-year history of the Alight Solutions 401(k) Index that this happened over the course of an entire month.

OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global...

A purchase agreement allowing the company to emerge from Chapter 11 bankruptcy does not include the pension plan debts or assets, despite its comparatively strong funding position.

SECURE Act-based guidance from the IRS will allow for distributions of custodial accounts under rules similar to those that have been available for annuity contracts under a 403(b)...

Fi360 scores can recommend best-fit products while staying in compliance with Reg BI requirements.

The SPARK Institute led a panel with industry authorities who explained how they are drawing participants to in-plan annuity options.

As a highly contentious presidential election plays out in the U.S., the Federal Reserve is working to project a message of stability and consistency to support the markets.

The lead plaintiff in the suit says her employer, a large financial services company, has inappropriately prioritized its own investments within a profit sharing retirement plan offered to...