Reporter, Retirement Planning and Insurancestaff
Feb 22, 2017
The judge said "mere speculation about the possibility of administrative action" by the Trump administration wasn't a strong enough reason to stay proceedings.
Feb 21, 2017
Advisers say commissions serve certain clients better and investors who prefer them are pushing back
Feb 17, 2017
Attorneys are seeking a stay pending the results of a rule review requested by the president.
Feb 16, 2017
The firm allegedly used an expensive proprietary fund to enrich itself at the expense of plan participants
Feb 16, 2017
Plaintiff alleges plan participants would have paid at least $27 million less in fees if T. Rowe had selected cheaper, non-proprietary funds.
Feb 15, 2017
Some observers believe halting the rules wouldn't stop states from moving forward with auto-IRAs on the books, but would likely halt progress on proposed bills.
Feb 14, 2017
Some record keepers have the capability to rebate these fees and only charge the asset management fee, resulting in a lower net cost than some zero-revenue-share funds
Feb 13, 2017
Blackstone executives have signaled their intent at breaking into the $5 trillion 401(k) market, and buying Aon Hewitt's DC record-keeping business may be the first step
Feb 10, 2017
The judge affirmed that inclusion of indexed annuities in the BICE was reasonable.
Feb 9, 2017
Liz Ann Sonders, chief investment strategist at Charles Schwab Corp., and Jonathan Golub, chief U.S. market strategist at RBC Capital Markets, express serious concerns over President Donald J. Trump's rhetoric over a trade war.