Latest News

Education regarding financial wellness can include reminders of what to keep in mind for the future.

In announcing the loan forbearance extension, President Biden acknowledged that the country is still recovering from the pandemic and the unprecedented economic disruption it caused.

’Swing pricing’ and liquidity minimums have at least one large asset manager threatening to exit the market.

The tool can help retirement plan participants act to bolster their retirement readiness and financial goals.

New York Life Investments announces new brand for its private markets alternatives boutique; State Street Global Advisors launches ESG-focused ETF.

Employee Benefit Research Institute and Fidelity data show that more account holders are investing their health savings accounts assets.

The settlement agreement includes a “significant monetary recovery,” the plaintiffs note in a memo in support of a motion for preliminary approval.

Investors had net trading dollars move from equities to fixed income during more than two-thirds of the first quarter’s trading days.

A study reveals many advantages to virtual retirement and financial wellness meetings; plan sponsors should keep certain things in mind.

Revenue sharing has gotten a bad rap in lawsuits, but in some cases, selecting funds with revenue sharing could be a better option for retirement plan participants.

The service, powered by Morningstar Investment Management, will provide personalized investment advice to retirement plan participants through its user interfaces and network of integrated recordkeepers.

A court found a participating employer was not a fiduciary with respect to alleged actions in the lawsuit, and therefore was not under threat of being sued for...

A change to how required minimum distributions are taken from 403(b) contracts might call for changing recordkeeping systems and dusting off information sharing agreements.

Pentegra hires vice president of trust services; Multnomah Group expands team and client service capabilities; AIG announces rebrand of life and retirement business; and more.

A new order in a long-running ERISA lawsuit tosses out certain claims related to alleged breaches of the ERISA fiduciary duty of loyalty, but it otherwise denies the...

Health plans and voluntary benefits can contribute to employees’ overall financial wellness.

Annexus, SSGA create income-focused TDFs; AIG hands over management of certain assets to BlackRock; and Columbia Threadneedle Investments launches a semiconductor and technology ETF.

A federal court found most of the plaintiffs’ ERISA fiduciary breach claims are sufficiently pled to advance beyond the motion to dismiss stage in the litigation process.  

A federal court found the claims were not time-barred, the investment manager was responsible for its own fiduciary duties and an individual committee member can’t escape claims of...