The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.
The lawsuit filed in Texas says the carrier's failure to remove an underperforming fund option, which holds over $2 billion in assets, has cost plan members millions.
Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust momentum in RILAs.
The firm in December brought on its first head of defined contribution, signifying a focus to get into 401(k)s and other plans meaningfully.
Is it any wonder so many Americans feel unprepared to retire?
The firm is adding another solution that can be offered to small businesses.
The leading annuity and insurance top executive is stepping down after a distinguished 40-year career in the industry.
Investors fearing unaffordable healthcare may spend-down assets, study reveals.
"Whatever we decide, someone's going to be potentially unfairly treated," Justice Sonia Sotomayor said during oral arguments Wednesday.
An aging workforce and stubborn inflation will have plan sponsors focusing on income and emergencies in the coming year.
The mutual fund titan harmed investors by failing to disclose risks relating to capital gains distributions in its retail target-date retirement funds, according to the SEC.
But many are concerned that they face age discrimination.
Provisions of the Secure 2.0 Act took effect Jan. 1, but regulators only last week proposed rules to govern new automatic enrollment requirements for 401(k)s and other plans, as well as new quirks for catch-up contributions.
The extended collaboration, which includes insurtech provider Fiduciary Exchange, will give new annuity options for RIAs to address investors' evolving needs in retirement.
With small 401(k)s launching at a fast rate across the country, the company sees a lot of business potential, particularly through financial advisors.
FP Alpha and Morningstar provide fresh options to boost productivity.
Plaintiffs successfully sued American Airlines over an asset manager's ESG considerations in the proxy-voting process, and that could get the plaintiffs' bar quite interested in filing similar claims against 401(k) sponsors.
What should have been a strong start to 2025 for municipal bonds is now in question amid growing odds that the Federal Reserve will hold fire on interest rate cuts.
The federal tax agency announced various extensions, credits, and exclusions, including potential penalty-free distributions from retirement plans and IRAs.
The presiding judge found the airline breached its fiduciary duty under federal law by prioritizing non-financial considerations in its employee retirement plan.
