Vestwell now brings all non-custody services in-house
Insurance salespeople had a part in selling the $1.2 billion Woodbridge Ponzi
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
The Securities Division says the state considers VAs to be insurance products, not securities
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 organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules
The retirement plan provider says the side-by-side view isn't a signal that the different accounts should be treated similarly
Some say it’s a smart way for government to raise revenue; others say it penalizes investors
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
A possible workaround based on old IRS regulations and case law would let investors include fees for third-party advice in the asset's purchase cost
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
Regulator was investigating Ronald Hannes for taking client funds intended to be used for life insurance
A new white paper offers women a guide to financial competency
