Cerulli Looks to Large DC Plans for Evolving Trends
Cerulli identified two trends taking shape in large defined contribution plans that it believes will trickle down to smaller plans.
Trump May Give Students Debt Relief That Obama Refused
Tens of thousands of allegedly defrauded student debtors may receive refunds and loan discharges under a potential legal settlement.
Morgan Stanley to Launch Small Retirement Plan Platform
The wirehouse says its advisors can use the technology to offer small-business clients the ability to handle 401(k) plans with less than $10 million.
Voya to Pay $3.1M for Not Disclosing Payments Tied to Fund Sales
The advisor group will pay penalties for failing to tell clients about revenue collected from a third-party BD, the SEC said.
Betterment for Business Teams Up With ADP
The 401(k) unit of the largest independent robo-advisor said the partnership will strengthen its ability to serve "midsized professional services firms."
Bill Gross on ‘Animal Spirits’ in Markets: Be Concerned
The highly levered financial system is "like a truckload of nitroglycerin on a bumpy road," Janus' Bill Gross warns.
2 Tax Credits Retirement Savers Probably Don’t Know About
Advisors who serve younger clients especially should make sure they know about these.
Quick Action on DOL Fiduciary Rule Unlikely With Acosta Confirmation
Deciding to modify or kill the fiduciary rule “will be much slower than people think,” ERISA lawyer Fred Reish says.
Labor Pick Acosta’s Nomination Hearing Set for March 15
Acosta "understands how harmful Obama-era labor regulations have made it harder for Americans to create, find or keep good-paying jobs," said HELP Committee chair.
Comments Flood In on DOL Fiduciary Rule Delay
Meanwhile, the D.C. Circuit published the schedule for NAFA’s appeal of a judge's refusal to stop the rule.