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“A big driver of the 2018 buy-out sales was a combination of mid- to large-PRT deals,” says Eugene Noble, research analyst, LIMRA Secure Retirement Institute. “We also saw...

Among other things, they say Putnam exaggerated the Circuit split regarding who bears the burden of proving loss causation and it filed its petition prematurely because a final...

Last June, the Department of Labor (DOL) finalized regulations to expand the opportunity to offer employment-based health insurance to small businesses through Association Health Plans (AHPs).

MapMyFinances replaces MapMyBenefits and creates a to-do list of simple, actionable steps to help employees reach their financial goals.

The new publication is authored by industry expert S. Derrin Watson, J.D.

The regulator says a romantic interest led a county manager in Georgia to recommend one investment adviser over others to three public pension fund boards.

Fidelity finds some difference between how larger and smaller institutions plan to diversify.

intellicents buys Texas financial planner; Conte Weatlh Advisors adds primary adviser in Tampa location; and Jennison Associates hires fixed income team managing director.

Cerulli Associates points to active target-date fund (TDF) performance during market volatility and the ability to mitigate sequence of return risk for defined contribution (DC) plan participants as...

Stressing what can be lost or gained, peer reviews and comparisons and certain plan design features are among the suggestions offered by the International Foundation of Employee Benefit...

"This transaction will allow PNC to focus on providing fiduciary investment advice to our retirement clients, which is the core of our business," says Alistair Jessiman, EVP and...

While target-date funds (TDFs) are intended to automatically diversify retirement plan participants’ portfolios, Vanguard found nearly one-third mix TDFs with other investments and “are pursuing what appear to...

ProShares Launches ETF for Growing Pet Care Firms; HB&T Reveals Upcoming Sequence of Collective Investment Funds; and Salt Financial Files Registration for ETF That Pays Investors. 

Use of managed accounts, target-date funds, individual advice and automatic placement into a qualified default investment alternative are on the rise, according to the Plan Sponsor Council of...

Over the past decade, overall, there was a higher percentage of withdrawals among people who terminated employment after reaching age 60 than other age groups, Alight Solutions says.

“Growing emphasis on financial wellness, concerns about lack of retirement income options within employer-sponsored plans, increasing customization for the participant, and fiduciary concerns could spur additional growth in...

With EvoShare, employees can spend as usual at over 10,000 participating businesses and receive up to 20% cash back toward a 401(k) or 403(b) plan, student loan, and/or...

Cerulli Associates found fee sensitivity and the notion that environmental, social and governance (ESG) investing entails a trade-off in performance are two broadly applicable headwinds to ESG adoption.

A U.S. Appeals Court rejected a District Court’s finding that was similar to many decision in lawsuits following the Supreme Court’s decision in Fifth Third v. Dudenhoeffer.