Tag: Practice Mgmt

Sun Life Investment Management has agreed to purchase Prime Advisors.

ForUsAll has created a simple and inexpensive 401(k) product for small businesses with 3(16) and 3(38) fiduciary services.

Ninety-five percent of workers believe financial literacy is important, LIMRA says, but their takeaways can vary.

Education is moving toward the value of saving, the importance of starting early and financial wellness.

According to two panelist experts speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of top-performing plans and plan sponsors.

The CPA firm JMM & Associates has launched a benefit plan audits firm.

A Miami investment adviser allegedly used a Ponzi scheme to siphon his investors’ retirement assets.

The comment period for the fiduciary proposal is being stretched out for another 15 days, the Department of Labor (DOL) said in a statement.

A group of Republican senators led by Lamar Alexander urged the Department of Labor to give the public more time to weigh in on the fiduciary proposal.

They’re investors who may not know much about investing—or even how their company’s retirement plan works. What are some of the most unusual statements from participants?

The economy is improving, but American workers are still worried about their financial well-being, both for the short term and as they contemplate their future retirement, according to...

LandAmerica Financial Group will pay $5 million to settle claims it held company stock in its 401(k) plan when it was imprudent to do so.

TIAA-CREF unveils Churchill Asset Management, a majority-owned subsidiary focused on originating, underwriting and managing senior loan investments.

Empower introduced the Empower Institute to provide research and discussion about a range of critical issues and challenges related to retirement savings, guaranteed income and investing.

The drop in oil prices is a budget boon and could be responsible for the 21-point rise in Wells Fargo’s Investor and Retirement Optimism Index.

A study finds about half of parents are willing to delay retirement or dip into retirement savings to pay for children’s education.

Jim Neill, Michael Dudkowski and Michael Patalsky join professional services firm Towers Watson from Wilshire Associates.