The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds.
Selecting a very conservative benchmark is generally permissible under retirement law.
Chances of getting sued are more common now than five years ago, says one lawyer.
The agency's challenges mean confusion surrounding tax reform isn't likely to be cleared up any time soon.
Respondents to PIMCO survey say target-date funds offer better value.
Ensure your clients' individual retirement accounts are set for 2018
IRS has yet to fully parse all parts of the Tax Cuts and Jobs Act, which could affect how much in taxes clients owe for 2018.
Proliferation of state retirement programs approaching the 'tipping point' where it will lead the federal government to step in.
Insurer had planned an offer to holders of its Accumulator Series variable annuity
Many widows and divorcees regret not taking part in long-term financial planning when they were a couple.
Lawsuit also names Financial Engines and Alight, both providers of financial advice to the plan.
They're highly educated and drowning in debt, but have decades to get on track.
AXA Equitable and Ohio National have recently tried switching consumers out of VAs with rich benefits through buyouts and exchanges.
Those who work with an adviser are most likely to buy an annuity.
Ingham Retirement Group, which works primarily with employer-sponsored plans, left because the firm's brokerage business had been declining.
Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.
Large regional firms and their specialist advisers seem to be in the regulator's cross hairs.
Also censures firm, which agrees to review its supervision practices.
Those who work with an adviser are most likely to buy an annuity.
Using dollar cost averaging within annuities can build clients' confidence about investing in the market.
