SEC Fines Idaho RIA for Missteps Related to ‘Biblically Responsible Investing’ Strategy
$300,000 penalty levied as firm made investments contrary to its stated investment criteria
Most Advisors Talking Retirement Income with Participants: BlackRock
2024 Read on Retirement survey finds 81% are discussing strategies with clients
Less Than Half of Pre-Retirees Actively Saving for Retirement
New York Life Wealth Watch Survey finds half think they’ll end up retiring later than expected due to financial concerns
2025 401(k) Contribution Limits: Milliman Halves its Increase Prediction
Final forecast before official limits announced by IRS now predicted at $500 and $1,000 increases for individual and combined DC plan contributions
SEC Committee to Discuss Definition of ‘Fiduciary’ Thursday
Panel will seek to clarify who is required to serve in a client’s best interest for investors as courts keep new fiduciary rule from taking effect
Reflecting on ERISA: Industry Celebrates its Past with an Eye Toward its Future
Leaders tout landmark law’s impact and evolution while preparing for what’s next
Retirement Industry Gathers to Celebrate ERISA at 50
ERISA 50th Symposium and Gala taking place in Washington D.C. on Thursday; daytime event will be livestreamed for those unable to attend in person
‘Co-Manufacturing’ Trend Having Major Impact on New Target Date Series Launches
Report from Sway Research explores trend, shows TDF assets top $4 trillion as CITs overtake mutual funds
America Falls Again in Global Retirement Security Rankings
2024 Global Retirement Index has a new No. 1 while U.S. drops out of top 20
EBSA Updates Cybersecurity Guidance for Plan Sponsors and Fiduciaries
New Compliance Assistance Release confirms agency’s 2021 guidance applies to all ERISA-covered employee benefit plans, including health and welfare plans