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Nationwide and MassMutual team up on advisory annuities; Integrity launches AI-driven tech for agents and clients; NewEdge debuts investment platform for ultra-high-net-worth individuals and institutions.

The tax agency intends to use outreach and expanded exams over the next year to address compliance by companies with employee stock ownership plans.   

The new disclosure requirements for public companies will not be easy to meet without added time and focus.

Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs. 

The department is seeking access to retirement assets owned by employees of a closed time-share-properties business in Houston.

The upcoming seminars will be held in Fort Wayne, Indiana, and Omaha, Nebraska. 

Bank of America participant analysis shows more employees prioritizing short-term expenses over long-term saving.

Due to unusual market conditions, many 4010 filers will struggle to determine if they are required to file, so the PBGC is providing a limited one-time waiver to...

Although waiting until age 70 earns a retiree more Social Security benefits, many plan to start collecting earlier due to fears of insolvency, Schroders research shows.

Goldman Sachs Ayco analyzed workplace compensation and benefits offerings, with controlling health care costs a particular focus.

The health insurance company and CEO Shelley Steele were accused of paying more than $100 million to themselves and affiliated businesses.

The airline points out in a motion to dismiss that the ESG-related funds in question were only available through the self-directed brokerage window.

Leaders in the PRT world argue that many criticisms of insurers are misguided and that the DOL’s IB 95-1 has been working well for a long time.

The majority of state retirement systems do not provide adequate retirement savings to departing employees, according to data from the Pew Charitable Trusts.

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its new asset and wealth business line; and more.

The three plans cover more than 30,000 participants across two states and Washington, D.C.

The aerospace and defense contractor was sued for allegedly failing to pay required long-term disability benefits to a disabled former employee.

ERISA Industry Committee asks Congress to reexamine plan sponsor premiums.

The pension fund sued Aon citing breach of contract, breach of fiduciary duty and negligence over accounting error.

Alight enhances work benefits platform; Midland updates fixed indexed annuities geared toward retirement income; Allianz launches buffered ETFs to guard against investment risk.