Retirement

Covering all bases is the right way to go for some asset managers.

Most people need help to reach a state of financial well-being so that they can afford to save for retirement.

Existing sponsors of single plans would see annual audit expenses slashed if they join a MEP.

A sizable number of IRAs have "extreme allocations" to equities.

A U.S. Court of Appeals recently upheld a ruling that a group of ERISA plan participants' claims of breach of fiduciary duty were not required to be arbitrated despite the fact that they had entered into employment agreements.

Merrill has been tinkering with the ban, enacted in response to the DOL fiduciary rule, as the regulatory winds have shifted.