News

Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important role in helping plan sponsors and participants understand fee disclosure statements.

Traditionally, 401(k) Day has been the Friday following Labor Day.

Bay Colony Partners, a retirement consulting group in Boston, was acquired by CAPTRUST Financial Advisors.

Redhawk Wealth Advisors Inc. selected ExpertPlan to provide recordkeeping and administrative services for the advisory firm’s qualified retirement plan business.

Forty percent of Canadians surveyed said they now expect to retire later than they previously planned.

The three primary lines of business in the former M&I Institutional Trust Services will be renamed to reflect their integration into BMO’s global businesses.

The funded status of the typical U.S. corporate pension plan in August rose 1.8 percentage points to 73.2%–up from July’s record lows, BNY Mellon found.

True Private Wealth Advisors LLC in Salem, Oregon, was formed by partners Brett Davis and Steve Altman, and partners Todd Gescher and Jason Herber.

Ever wonder just how carefully employees treat their work laptops? 

When The Hartford announced it would be selling its retirement business, MassMutual perked up.

Lauren Locker was elected national chairman of the National Association of Personal Financial Advisors (NAPFA) on August 31 to fill the recently vacated position.   

The 6th U.S. Circuit Court of Appeals has revived a lawsuit against Fifth Third Bank concerning company stock holdings in its employee retirement plan.

Sean Zent has been hired as a retirement plan consultant, opening an office in Buffalo, New York, for CPI Qualified Plan Consultants Inc.

Brendan M. Gill was appointed senior vice president and head of national accounts in the adviser solutions group of Neuberger Berman Group LLC.

Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.