Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service.
The features of cash balance plans that make them easier to understand and make costs more predictable also create opportunity for advisers with skill structuring DB investments.
A lawsuit filed by two participants in an Allianz retirement plan claims the company and its asset management partners, including PIMCO, misused employees’ 401(k) plan assets for their...
Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New...
This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...
The usual flow of retirement research and market commentary is being complemented this week by a refreshing look at the fundamentals—at the roles volatility and perception play in...
Focus on DOL’s fiduciary rulemaking is understandable—but there are other major regulatory changes in the works that will directly impact retirement plans.