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In addition, the agency is holding a three-day webcast series in March.

Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more. 

Liability-driven investing is growing more important as pension plans broadly move into a phase where they are not growing but instead need to be focused on meeting their...

Speakers during a webcast said passage of legislation to allow for open MEPs will be a disruptor affecting nearly all stakeholders in the retirement industry, including broker/dealers and...

In addition, the DOL has announced a “Getting It Right – Know Your Fiduciary Responsibilities” webcast series will be held March 12 through March 14.

During a webcast hosted by ACA Compliance Group, Allison Charley, a former SEC examinations office leader, explained the regulator’s internal process for picking audit targets; other speakers noted...

Attorneys with Mayer Brown say there has been little consensus or direction from the federal courts (at least so far) as to what exactly constitutes prudent administration of...

Natixis releases international sustainable equity fund; Putnam to host webcasts on fixed income markets; and Fitch Ratings launches ESG Scoring System. 

Consultants with Findley discussed a game plan for having data, financials and a communications strategy ready before embarking on a DB plan termination.

Participants will be able to monitor spending habits, manage finances and determine savings goals, says the firm. 

“We need to think about benefits in the way employees view them,” Benz Communications’s Engagement Strategist Megan Yost said during a webcast.

A new client alert published by the Wagner Law Group urges advisory firms to review and consider an update to anti-churning policies, now that FINRA and the SEC...

Nearly a month after an appellate court unexpectedly quashed the DOL fiduciary rule expansion, the Securities and Exchange Commission has announced a date and time for its first...

Senators have reintroduced the Retirement Enhancement and Savings Act, and the Small Business Council of America has a concern about one section of the bill.

The fee has been reset to the 2017 level.

The net result of the Tax Cuts and Jobs Act is that many clients will have a lower effective tax rate, and this can have a direct impact...

The text of a combined bill drawing together the House and Senate proposals is slowly emerging ahead of critical up-or-down floor votes scheduled for early next week.