Should proceeds be paid to a bypass trust for the benefit of the surviving spouse?

PIMCO and Morningstar have partnered with myTDF to incorporate factors such as an individual’s age, salary, assets, savings rate and company match rate to assign more personalized investment allocations than traditional target date funds.

The predicted uptick in advisor interest hasn’t materialized—yet.

Save yourself and your clients some stress by planning sooner, rather than later.

The unprecedented slide in shares of the Facebook parent is hitting low-cost index funds, ETFs and 401(k) favorites.

They are not fees, funds and fiduciary.

Informa and WealthManagement.com’s partnership with The Retirement Advisor University aims to educate and empower retirement plan advisors, plan participants.

Cerulli's Shawn O’Brien discusses CITs, target-date funds and more trends for retirement plan advisors to keep an eye on.

Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market.