The company allegedly breached its fiduciary duty, in part by selecting funds that allegedly made excessive revenue-sharing payments to Fidelity
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
Rebalancing activity was the highest it's been since 2008, according to record keeper Alight Solutions
Vestwell now brings all non-custody services in-house
Widows and widowers have multiple claiming options
The Supreme Court decision makes it harder for fiduciaries to cite a three-year window to have ERISA claims dismissed
The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past
Court rules in a lawsuit filed against Intel that companies can't assume employees read the emails they're sent with details about plan investments
The retirement plan provider says the side-by-side view isn't a signal that the different accounts should be treated similarly
Low interest rates are hampering sales, but the SECURE Act and the threat of a market correction could change that
The ages and individual earning histories of the spouses will determine the best approach
A federal judge found that Fidelity was not a fiduciary to the plans at the center of a class-action lawsuit
Two-thirds of younger employees say their companies should help them pay down their student debt, according to a recent survey
The SECURE Act's 10-year window will cause many beneficiaries to spend rather than save, panelists said in an InvestmentNews webcast
The mergers and acquisitions boom in the plan adviser market is only just beginning
Strong fixed annuity sales and growing demand for registered index-linked annuities fuel last year's sales gain, according to a report from the Secure Retirement Institute
A new white paper offers women a guide to financial competency
Over two years, the fund manager will ramp up the equity allocations in its nearly $300 billion suites of target-date products
The increase in the number of millionaires reflects both higher savings rates and the market's rally
His proposed budget for 2021 lays out cuts to federal retirement benefits that would total $92 billion by 2030
