News

The Principal Financial Group has introduced Financial Security Review, a tool for annual financial checkups that pulls together information from a variety of sources into one comprehensive package...

John Hancock retirement plan participants will soon be able to use an option that allows them to roll their 401(k) account balances over from an employer-sponsored plan to...

Standard Retirement Services, Inc. has agreed to acquire the assets of Portland, Oregon based third-party retirement plan administrators DPA, Inc., and its associated investment adviser business, MasterPlan Advisors,...

Advisers can count on new regulations relating to retirement plan fees and disclosures in the near future but it is unclear whether those will be authored by Congress...

Although the Pension Protection Act has officially ushered in a wave of automation to retirement plans, education is still a vital part of a successful 401(k) and advisers...

Suggesting that many retirement plan advisers will become fiduciary advisers under the Pension Protection Act (PPA), attorney Fred Reish, Partner at Reish Luftman Reicher & Cohen, said plan...

Although plan fees might not be excessive, advisers and plan sponsors should consider whether they can be less.

As the retirement plan and investing community waits for the final regulations governing qualified default investment alternatives (QDIAs), there is significant anticipation to see whether the final pronouncement...

I was on a panel at our recent Plan Designs conference, and the topic of qualified default investment alternatives (QDIAs) came up.

I was on a panel at our recent Plan Designs conference, and the topic of qualified default investment alternatives (QDIAs) came up.

Just days after the dismissal of a similar case in a different jurisdiction, a federal judge has agreed that an excessive fee suit against Exelon Corp. can move...

A recent report from the Government Accountability Office (GAO) indicates conflicts-of-interest often exist for consultants to terminated or likely to be terminated defined benefit pension plans, but seldom...

The combined assets of the nation's mutual funds increased by $329.1 billion, or 3%, to $11.396 trillion in May, according to the Investment Company Institute (ICI).

Aon Consulting has tapped Cecil Hemingway to head its retirement practice operations.

Securities and Exchange Commission (SEC) Chairman Christopher Cox on Thursday announced the establishment of an advisory committee to examine the U.S. financial reporting system with the goals of...

On average, baby boomers expect to retire by age 63; however, most are not planning for 30 or more years in retirement and nearly half (44%) have not...

Security Benefit on Thursday announced the signing of a definitive purchase agreement to acquire Rydex Investments.

The Equal Employment Opportunity Commission (EEOC) has filed a claim against Merrill Lynch&Co. accusing the firm of discrimination against an Iranian Muslim employee.

Last week the Government Accountability Office (GAO) published a 67-page report titled “Conflicts of Interest Involving High Risk or Terminated Plans Pose Enforcement Challenges.″

Last week the Government Accountability Office (GAO) published a 67-page report titled “Conflicts of Interest Involving High Risk or Terminated Plans Pose Enforcement Challenges.″