The legislation would solidify the guidance offered during President Donald Trump’s first term that fiduciaries must only consider “pecuniary” factors.
Industry expert Marcia Mantell discussed what plan sponsors and participants need to know about Social Security and Medicare, including the role the programs play in retirement income planning.
A panel of retirement and investment professionals stated during a webinar that private assets can be included in defined contribution plan menus, but necessitate a slow and documented...
Lincoln Financial appoints John Morriss as EVP, CIO; TRA welcomes Tim Lastivka as VP of national sales and distribution; FSI names Andrew Hartnett VP of regulatory affairs and...
In a comment letter, the Investment Company Institute called for a decentralized marketplace and broader investment options for the new tax-preferred investment vehicle for newborns.
Vestmark offers Capital Group model portfolios; Vanguard launches 2 fixed-income model portfolios; Envestnet launches manager models from Franklin Templeton and BlackRock; and more.
Highlighted action items include planning for a new restatement cycle; anticipating guidance on alternative investments; and documenting decisionmaking.