The company said it expects to have "basic servicing up and running for the majority of our businesses, including the reopening of our customer contact centers, by our mid-August target.” ...

Only members of the National Association of Plan Advisors (NAPA) can nominate their favorite influencer (s). Yet, anyone can be nominated — whether or not they’re a NAPA member — as long as the ...

A meaningful benchmark — or lack thereof — has played a significant role in ERISA litigation of late. But a new appellate court decision offers a new perspective — in essence that you don’t need a ...

While target date assets have already experienced massive growth since enactment of the Pension Protection Act, demand for new features has the products positioned for an even larger share of assets.

Behavioral biases reduce usage of income products that otherwise could help participants during the decumulation stage. However, there are steps recordkeepers and sponsors can take to account for ...

To streamline portfolio personalization for registered investment advisors, Vanguard has expanded its model portfolio offering with the introduction of Vanguard Custom Model Portfolios.

With just two months left before the official announcement by the Social Security Administration (SSA), two new estimates predict that the 2027 cost of living adjustment (COLA) will be higher than ...

The guidance, which was issued pursuant to Section 324 of the SECURE 2.0 Act, “provides sample forms and proposed rollover procedures and protocols that aim to simplify and standardize the rollover ...

A fiduciary breach suit that had been dismissed for lack of a meaningful benchmark — got a second chance and made the most of it.

The real audience remains the everyday American worker who shows up, does the work, and hopes the system they contribute to will still be there when the paycheck stops.

Marking a strategic expansion of the firm’s services, MissionSquare announced this week that it is expanding into personal wealth management with a new suite of investment, advisory and planning ...

The IRS issued a proposal on Aug. 20 outlining the acceptable investments for Trump Accounts. The proposal covers fees, foreign investments, ESG funds, and other investment management issues. The ...