The move would allow insurers to sidestep additional risk in distributing through independent agents.
Studies show publicly available retirement calculators shouldn't be taken at face value.
The star of a late-night HBO comedy show had some biting words for non-fiduciary brokers, high 401(k) fees and active fund management.
Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.
New guidance amends old rules that had a "chilling effect" on ESG fund use in ERISA plans.
State and federal initiatives are growing dialogue between policymakers, industry and congressmen around the retirement savings gap.
The insurer joins other firms such as Fidelity Investments and Ameriprise Financial in settling allegations over excessive 401(k) fees in their own company plans.
Advisers should push young clients, or clients with young-adult children, to get powers of attorney governing health care and financial assets.
The legislation, which would automatically enroll employees without retirement-plan access, is a companion bill to one put forth in the Senate earlier this year.
The Wall Street firm will emphasize retention over costly recruitment packages.
