Analysis

Total voluntary sales for 2019 were $8.832 billion, up 4.5% over 2018 sales.

A review of 200 claims made between Oct. 1, 2015 and Sept. 30, 2017 and found that 173 of them were not correctly billed.

Certain plan features are common to those targeted for litigation.

Report suggests advisors focusing on the small-plan market may have faced greater business disruptions than those for large plans.

Advisors providing rollover advice may become subject to fiduciary standards, but they may find relief in the new prohibited transaction exemption.

A new paper from Morningstar analysts examines multiple employer plans to help industry prepare for pooled employer plans.