PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators.
The text of the regulation is still forthcoming, but the Office of Management and Budget has completed its review; so far, we know the regulation is viewed as...
The agency says the additional information is needed to help it determine a defined benefit (DB) plan sponsor’s ability to continue to maintain its DB plan.
The automated 401(k) provider says its new Partner Portal is designed to serve as the user interface for partners to more efficiently manage their client referrals.
Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.
The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are...
In addition to decreasing savings to retirement plans, one-third of employees say they have used up all or most of their savings or have increased their credit card...
Rather than look at objective rankings of retirement systems, State Street set out to measure how it feels for individuals to prepare for, approach and experience retirement, and...
The LIFT University program encourages women in college to learn about the financial adviser profession, connecting them with experienced mentors and recruiting opportunities.
Clients with defined benefit plans that are currently enjoying a bump in funded status may want to act soon to lock in those gains while market conditions remain...
DB plan sponsors are using a variety of strategies to manage increasing PBGC premiums, including accelerating funding and implementing pension risk transfer strategies.
The complaint specifically calls out the 11 T. Rowe Price target-date funds (TDFs) offered by the plans, saying they are all adviser or retail class funds—as opposed to...